+20.0%
PLUG vs RGEN
+508.6%
-488.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.1% | +0.3% | +1.8% |
| 7D | +14.5% | +3.5% | +11.0% | +12.7% |
| 30D | -10.7% | +2.9% | -13.6% | -12.0% |
| 3M | -31.2% | +9.2% | -40.4% | -35.0% |
| 6M | -51.9% | +44.9% | -96.9% | -62.8% |
| YTD | -23.9% | +9.2% | -33.1% | -31.4% |
| 1Y | -43.4% | +25.3% | -68.7% | -53.1% |
| 3Y | -74.7% | +21.7% | -96.4% | -79.7% |
| 5Y | -96.3% | -34.5% | -61.8% | -96.1% |
| 10Y | +20.0% | +478.9% | -458.9% | -44.2% |
| All | +20.0% | +508.6% | -488.6% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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