-7.5%
PLUG vs RBA
+209.3%
-216.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | -6.8% | +0.6% | -7.5% | -7.2% |
| 30D | -16.0% | +9.0% | -25.0% | -20.3% |
| 3M | -38.7% | +7.2% | -45.9% | -41.7% |
| 6M | -61.4% | -7.8% | -53.6% | -60.8% |
| YTD | -31.0% | -6.4% | -24.6% | -30.6% |
| 1Y | -46.2% | -4.2% | -42.1% | -46.6% |
| 3Y | -61.5% | +64.1% | -125.5% | -72.9% |
| 5Y | -96.9% | +48.4% | -145.3% | -97.6% |
| 10Y | -7.5% | +209.9% | -217.4% | -52.7% |
| All | -7.5% | +209.3% | -216.8% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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