-91.9%
PLUG vs GEN
+24.6%
-116.5%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.2% | +5.0% | +4.0% |
| 7D | -0.9% | -1.2% | +0.3% | -0.4% |
| 30D | +3.3% | +10.1% | -6.8% | -2.0% |
| 3M | -39.7% | +16.1% | -55.8% | -44.8% |
| 6M | -12.5% | +38.9% | -51.4% | -28.8% |
| YTD | +10.2% | +14.4% | -4.3% | 0.0% |
| 1Y | +50.7% | +5.9% | +44.8% | +43.3% |
| 3Y | -74.5% | +58.8% | -133.3% | -81.7% |
| All | -91.9% | +24.6% | -116.5% | -94.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling