+52.8%
PLUG vs RGEN
+430.0%
-377.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.2% | +4.0% | +3.5% |
| 7D | -0.9% | -4.9% | +4.0% | +1.6% |
| 30D | +3.3% | +5.7% | -2.3% | +0.3% |
| 3M | -39.7% | +32.4% | -72.2% | -49.6% |
| 6M | -12.5% | +33.2% | -45.7% | -29.3% |
| YTD | +10.2% | +2.3% | +7.9% | +3.7% |
| 1Y | +50.7% | +39.0% | +11.7% | +19.7% |
| 3Y | -74.5% | -4.6% | -69.9% | -76.6% |
| 5Y | -91.8% | -42.7% | -49.1% | -90.6% |
| All | +52.8% | +430.0% | -377.2% | -15.9% |
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