-91.9%
PLUG vs RBA
+45.3%
-137.2%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.5% | +2.6% |
| 7D | -0.9% | -2.9% | +2.0% | +0.9% |
| 30D | +3.3% | -12.3% | +15.6% | +11.5% |
| 3M | -39.7% | -20.5% | -19.2% | -32.1% |
| 6M | -12.5% | -18.5% | +6.0% | -3.7% |
| YTD | +10.2% | -18.2% | +28.4% | +20.8% |
| 1Y | +50.7% | -27.5% | +78.2% | +78.8% |
| 3Y | -74.5% | +38.1% | -112.6% | -80.3% |
| All | -91.9% | +45.3% | -137.2% | -94.0% |
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