+15.1%
PLUG vs RACE
+740.1%
-725.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.5% | +8.9% | +8.4% |
| 7D | +5.8% | +5.1% | +0.8% | +2.6% |
| 30D | -18.5% | +7.7% | -26.2% | -22.3% |
| 3M | -30.0% | +2.2% | -32.1% | -30.8% |
| 6M | -56.2% | +23.8% | -79.9% | -62.2% |
| YTD | -26.4% | +13.9% | -40.3% | -34.6% |
| 1Y | -42.2% | +3.8% | -46.0% | -45.1% |
| 3Y | -76.8% | +28.0% | -104.9% | -83.4% |
| 5Y | -96.2% | +64.9% | -161.1% | -97.8% |
| All | +15.1% | +740.1% | -725.0% | -62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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