-15.6%
PLUG vs TRU
+238.0%
-253.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -5.9% | +8.8% | +6.7% |
| 7D | -0.9% | -6.8% | +5.8% | +3.4% |
| 30D | +3.3% | 0.0% | +3.3% | +2.9% |
| 3M | -39.7% | +13.3% | -53.0% | -46.3% |
| 6M | -12.5% | +3.4% | -15.9% | -18.7% |
| YTD | +10.2% | -6.4% | +16.5% | +7.4% |
| 1Y | +50.7% | -9.7% | +60.4% | +49.1% |
| 3Y | -74.5% | +0.1% | -74.6% | -77.9% |
| 5Y | -91.8% | -34.0% | -57.7% | -90.5% |
| 10Y | +43.7% | +147.9% | -104.2% | -16.6% |
| All | -15.6% | +238.0% | -253.6% | -57.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling