+5.5%
URI vs PLUG
+45.6%
-40.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.2% | +1.4% |
| 7D | -2.0% | -0.9% | -1.1% | -1.9% |
| 30D | -12.9% | +3.3% | -16.3% | -13.2% |
| 3M | -6.7% | -39.7% | +33.0% | -3.2% |
| 6M | +19.0% | -12.5% | +31.5% | +17.5% |
| YTD | +25.5% | +10.2% | +15.4% | +20.9% |
| 1Y | +5.5% | +50.7% | -45.2% | +3.8% |
| All | +5.5% | +45.6% | -40.1% | +3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling