+3,877.1%
STRL vs PLUG
-2.2%
+3,879.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.7% | +5.7% | +5.0% |
| 7D | +7.1% | -6.8% | +14.0% | +8.2% |
| 30D | -39.4% | -16.0% | -23.3% | -38.0% |
| 3M | -43.0% | -38.7% | -4.2% | -39.3% |
| 6M | -65.0% | -61.4% | -3.6% | -60.7% |
| YTD | -0.8% | -31.0% | +30.2% | +2.9% |
| 1Y | -20.3% | -46.2% | +25.9% | -15.1% |
| 3Y | +356.5% | -61.5% | +418.0% | +347.8% |
| 5Y | +952.8% | -96.9% | +1,049.7% | +1,230.9% |
| 10Y | +3,877.1% | -7.5% | +3,884.6% | +3,158.5% |
| All | +3,877.1% | -2.2% | +3,879.3% | +3,158.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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