+6,167.7%
URI vs PLUG
-99.1%
+6,266.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.5% | -7.9% | -4.8% |
| 7D | -4.3% | +2.8% | -7.1% | -4.7% |
| 30D | +4.6% | -22.8% | +27.4% | +7.4% |
| 3M | -2.1% | -32.4% | +30.3% | +1.8% |
| 6M | +21.9% | -53.4% | +75.3% | +30.8% |
| YTD | +39.7% | -25.9% | +65.6% | +40.7% |
| 1Y | +32.9% | -42.1% | +74.9% | +36.9% |
| 3Y | +155.8% | -77.9% | +233.7% | +156.5% |
| 5Y | +202.4% | -96.4% | +298.8% | +255.2% |
| 10Y | +1,517.7% | +2.8% | +1,514.9% | +1,058.1% |
| All | +6,167.7% | -99.1% | +6,266.8% | +3,640.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling