-76.8%
PLUG vs RBA
+42.3%
-119.1%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.3% | +8.7% | +8.1% |
| 7D | +5.8% | +4.3% | +1.6% | +3.2% |
| 30D | -18.5% | +16.3% | -34.9% | -25.8% |
| 3M | -30.0% | +1.3% | -31.3% | -31.0% |
| 6M | -56.2% | -11.1% | -45.1% | -54.4% |
| YTD | -26.4% | -8.5% | -17.9% | -25.4% |
| 1Y | -42.2% | -2.1% | -40.1% | -44.3% |
| 3Y | -76.8% | +44.6% | -121.4% | -84.8% |
| All | -76.8% | +42.3% | -119.1% | -84.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling