+20.0%
PLUG vs GEN
+166.9%
-146.9%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | +14.5% | -0.3% | +14.8% | +14.6% |
| 30D | -10.7% | +28.2% | -38.9% | -19.4% |
| 3M | -31.2% | +2.6% | -33.8% | -33.0% |
| 6M | -51.9% | +32.7% | -84.6% | -58.2% |
| YTD | -23.9% | +11.3% | -35.1% | -29.6% |
| 1Y | -43.4% | +17.9% | -61.3% | -48.9% |
| 3Y | -74.7% | +66.3% | -141.0% | -80.3% |
| 5Y | -96.3% | +31.7% | -128.0% | -96.9% |
| 10Y | +20.0% | +150.0% | -130.0% | -13.7% |
| All | +20.0% | +166.9% | -146.9% | -13.7% |
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