-41.6%
PLUG vs TRU
+251.7%
-293.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.4% | +1.1% | +2.0% |
| 7D | +14.5% | +4.9% | +9.6% | +10.9% |
| 30D | -10.7% | +26.9% | -37.6% | -24.5% |
| 3M | -31.2% | +4.0% | -35.2% | -34.5% |
| 6M | -51.9% | +15.8% | -67.7% | -58.8% |
| YTD | -23.9% | -2.6% | -21.3% | -29.0% |
| 1Y | -43.4% | +3.9% | -47.2% | -49.8% |
| 3Y | -74.7% | +59.2% | -133.9% | -84.0% |
| 5Y | -96.3% | -25.7% | -70.7% | -96.1% |
| 10Y | +20.0% | +179.3% | -159.3% | -36.2% |
| All | -41.6% | +251.7% | -293.3% | -72.0% |
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