-76.8%
PLUG vs TRU
+65.0%
-141.8%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.1% | +9.5% | +8.4% |
| 7D | +5.8% | +5.7% | +0.1% | +2.7% |
| 30D | -18.5% | +29.2% | -47.8% | -29.5% |
| 3M | -30.0% | +2.7% | -32.6% | -32.0% |
| 6M | -56.2% | +15.2% | -71.4% | -61.4% |
| YTD | -26.4% | -4.9% | -21.5% | -28.4% |
| 1Y | -42.2% | +3.4% | -45.6% | -47.5% |
| 3Y | -76.8% | +63.2% | -140.0% | -93.7% |
| All | -76.8% | +65.0% | -141.8% | -93.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling