-97.3%
PLUG vs RBA
+45.7%
-143.1%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +0.9% | -11.4% | -11.1% |
| 7D | -23.4% | +1.7% | -25.2% | -24.3% |
| 30D | -23.4% | +8.3% | -31.8% | -27.5% |
| 3M | -51.7% | +10.5% | -62.3% | -55.2% |
| 6M | -72.0% | -5.9% | -66.1% | -71.9% |
| YTD | -43.7% | -6.9% | -36.8% | -43.4% |
| 1Y | -55.4% | -4.9% | -50.6% | -55.9% |
| 3Y | -68.0% | +64.5% | -132.5% | -80.1% |
| All | -97.3% | +45.7% | -143.1% | -97.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling