-37.9%
PLUG vs RACE
+688.6%
-726.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.3% | -0.7% | +1.1% |
| 7D | +2.8% | +9.9% | -7.1% | -2.6% |
| 30D | -22.8% | +12.8% | -35.5% | -27.9% |
| 3M | -32.4% | +7.4% | -39.8% | -35.1% |
| 6M | -53.4% | +27.6% | -81.0% | -60.0% |
| YTD | -25.9% | +18.4% | -44.3% | -34.8% |
| 1Y | -42.1% | +9.5% | -51.6% | -46.4% |
| 3Y | -77.9% | +33.9% | -111.8% | -83.8% |
| 5Y | -96.4% | +74.9% | -171.2% | -97.8% |
| 10Y | +2.8% | +814.9% | -812.1% | -63.8% |
| All | -37.9% | +688.6% | -726.5% | -82.0% |
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