+1,218.8%
URI vs PLUG
+25.0%
+1,193.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +3.4% | +3.4% | +6.5% |
| 7D | -4.0% | +14.5% | -18.5% | -5.6% |
| 30D | +6.8% | -10.7% | +17.5% | +8.2% |
| 3M | -2.8% | -31.2% | +28.4% | +1.4% |
| 6M | +20.9% | -51.9% | +72.8% | +30.3% |
| YTD | +40.2% | -23.9% | +64.1% | +40.7% |
| 1Y | +34.1% | -43.4% | +77.5% | +39.0% |
| 3Y | +164.1% | -74.7% | +238.8% | +160.9% |
| 5Y | +199.3% | -96.3% | +295.7% | +269.3% |
| 10Y | +1,218.8% | +20.0% | +1,198.8% | +932.5% |
| All | +1,218.8% | +25.0% | +1,193.8% | +932.5% |
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