-26.5%
PLUG vs RACE
+729.2%
-755.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +1.4% | -11.9% | -11.4% |
| 7D | -23.4% | -1.2% | -22.2% | -22.8% |
| 30D | -23.4% | +6.1% | -29.6% | -26.2% |
| 3M | -51.7% | -0.3% | -51.5% | -51.6% |
| 6M | -72.0% | +23.4% | -95.4% | -75.7% |
| YTD | -43.7% | +12.5% | -56.2% | -49.5% |
| 1Y | -55.4% | -0.5% | -55.0% | -56.4% |
| 3Y | -68.0% | +23.6% | -91.6% | -76.3% |
| 5Y | -97.4% | +65.4% | -162.9% | -98.5% |
| All | -26.5% | +729.2% | -755.7% | -77.7% |
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