+56.9%
PLUG vs TRU
-16.5%
+73.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.8% | +6.9% | +4.5% |
| 7D | +8.1% | -7.2% | +15.3% | +9.1% |
| 30D | +3.7% | -2.8% | +6.5% | +3.9% |
| 3M | -29.2% | +13.0% | -42.2% | -31.6% |
| 6M | +6.1% | +0.7% | +5.4% | +5.9% |
| YTD | +14.7% | -9.0% | +23.7% | +18.7% |
| 1Y | +56.9% | -16.3% | +73.3% | +89.1% |
| All | +56.9% | -16.5% | +73.5% | +89.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling