-97.3%
PLUG vs GEN
+33.3%
-130.7%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +2.4% | -12.9% | -11.6% |
| 7D | -23.4% | +2.0% | -25.5% | -24.2% |
| 30D | -23.4% | +27.7% | -51.2% | -32.6% |
| 3M | -51.7% | +3.3% | -55.0% | -53.4% |
| 6M | -72.0% | +31.8% | -103.8% | -76.6% |
| YTD | -43.7% | +13.5% | -57.2% | -49.4% |
| 1Y | -55.4% | +16.0% | -71.5% | -60.5% |
| 3Y | -68.0% | +70.6% | -138.6% | -78.4% |
| All | -97.3% | +33.3% | -130.7% | -98.3% |
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