-78.4%
PLUG vs GEN
+84.3%
-162.7%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.9% | -6.6% | -7.2% |
| 7D | -4.9% | +8.5% | -13.4% | -7.5% |
| 30D | -27.4% | +34.2% | -61.6% | -34.5% |
| 3M | -35.7% | +10.0% | -45.7% | -38.4% |
| 6M | -59.3% | +56.8% | -116.1% | -67.0% |
| YTD | -31.5% | +14.2% | -45.7% | -35.9% |
| 1Y | -48.9% | +20.8% | -69.6% | -53.4% |
| All | -78.4% | +84.3% | -162.7% | -84.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling