-17.9%
PLUG vs TRU
+182.8%
-200.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -1.2% | -7.6% | -8.0% |
| 7D | -8.1% | -2.2% | -6.0% | -6.8% |
| 30D | -20.5% | +20.2% | -40.7% | -30.4% |
| 3M | -45.9% | +2.2% | -48.1% | -47.9% |
| 6M | -65.2% | +17.6% | -82.8% | -70.5% |
| YTD | -37.1% | -5.0% | -32.1% | -40.4% |
| 1Y | -54.6% | -1.0% | -53.6% | -58.4% |
| 3Y | -64.9% | +56.5% | -121.4% | -78.1% |
| 5Y | -97.1% | -26.2% | -70.9% | -97.0% |
| All | -17.9% | +182.8% | -200.6% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded TRU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling