+48.6%
PLUG vs UUUU
+495.2%
-446.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.3% | +3.6% | -0.8% |
| 7D | 0.0% | -5.0% | +5.0% | +1.6% |
| 30D | -5.0% | -7.8% | +2.8% | -2.6% |
| 3M | -26.2% | -0.4% | -25.8% | -26.4% |
| 6M | -0.5% | -32.9% | +32.4% | +10.6% |
| YTD | +7.1% | -6.3% | +13.4% | +5.8% |
| 1Y | +46.5% | +7.9% | +38.6% | +33.6% |
| 3Y | -73.5% | +85.2% | -158.7% | -81.5% |
| 5Y | -91.3% | +97.0% | -188.2% | -94.2% |
| All | +48.6% | +495.2% | -446.6% | -36.1% |
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