+5,532.3%
URI vs PLUG
-98.6%
+5,630.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.2% | +1.3% |
| 7D | -2.0% | -0.9% | -1.1% | -1.9% |
| 30D | -12.9% | +3.3% | -16.3% | -13.4% |
| 3M | -6.7% | -39.7% | +33.0% | -1.9% |
| 6M | +19.0% | -12.5% | +31.5% | +18.9% |
| YTD | +25.5% | +10.2% | +15.4% | +21.4% |
| 1Y | +5.5% | +50.7% | -45.2% | -3.6% |
| 3Y | +111.3% | -74.5% | +185.8% | +108.8% |
| 5Y | +198.6% | -91.8% | +290.3% | +220.6% |
| 10Y | +1,179.9% | +43.7% | +1,136.2% | +783.4% |
| All | +5,532.3% | -98.6% | +5,630.9% | +3,126.4% |
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