-6.8%
PLUG vs GEN
+151.3%
-158.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +0.7% | -9.4% | -8.9% |
| 7D | -2.8% | +1.0% | -3.8% | -3.3% |
| 30D | -18.5% | +29.1% | -47.5% | -26.6% |
| 3M | -35.1% | +2.9% | -38.0% | -36.9% |
| 6M | -56.1% | +33.6% | -89.7% | -61.9% |
| YTD | -30.5% | +12.0% | -42.5% | -35.9% |
| 1Y | -46.5% | +16.2% | -62.6% | -51.4% |
| 3Y | -61.2% | +65.1% | -126.3% | -69.6% |
| 5Y | -96.6% | +33.3% | -129.9% | -97.2% |
| All | -6.8% | +151.3% | -158.1% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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