-7.7%
PLUG vs RACE
+647.6%
-655.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.9% | +4.8% | +3.9% |
| 7D | -0.9% | -2.5% | +1.6% | +0.5% |
| 30D | +3.3% | +0.8% | +2.6% | +3.0% |
| 3M | -39.7% | +17.2% | -56.9% | -45.3% |
| 6M | -12.5% | +13.6% | -26.1% | -19.9% |
| YTD | +10.2% | +12.2% | -2.1% | 0.0% |
| 1Y | +50.7% | -16.3% | +67.0% | +60.4% |
| 3Y | -74.5% | +36.4% | -110.9% | -81.6% |
| 5Y | -91.8% | +95.0% | -186.7% | -95.2% |
| 10Y | +43.7% | +813.2% | -769.5% | -48.7% |
| All | -7.7% | +647.6% | -655.3% | -72.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling