+20.0%
PLUG vs RBA
+236.6%
-216.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.4% | +1.0% | +2.1% |
| 7D | +14.5% | +2.5% | +12.0% | +12.9% |
| 30D | -10.7% | +11.6% | -22.3% | -16.4% |
| 3M | -31.2% | +1.5% | -32.7% | -32.5% |
| 6M | -51.9% | -6.6% | -45.3% | -51.5% |
| YTD | -23.9% | -6.3% | -17.6% | -23.5% |
| 1Y | -43.4% | -4.0% | -39.4% | -43.9% |
| 3Y | -74.7% | +47.3% | -122.0% | -80.3% |
| 5Y | -96.3% | +47.7% | -144.0% | -97.2% |
| 10Y | +20.0% | +224.7% | -204.7% | -38.3% |
| All | +20.0% | +236.6% | -216.6% | -38.3% |
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