-26.5%
PLUG vs UUUU
+370.7%
-397.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -1.3% | -9.1% | -10.0% |
| 7D | -23.4% | -1.1% | -22.4% | -23.1% |
| 30D | -23.4% | -21.0% | -2.5% | -17.3% |
| 3M | -51.7% | -54.8% | +3.1% | -37.6% |
| 6M | -72.0% | -67.3% | -4.6% | -59.8% |
| YTD | -43.7% | -54.7% | +11.0% | -29.6% |
| 1Y | -55.4% | -57.4% | +2.0% | -43.9% |
| 3Y | -68.0% | -19.6% | -48.4% | -70.9% |
| 5Y | -97.4% | -40.0% | -57.4% | -97.6% |
| All | -26.5% | +370.7% | -397.2% | -64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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