+15.1%
PLUG vs RGEN
+527.2%
-512.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +3.0% | +4.4% | +5.8% |
| 7D | +5.8% | -1.9% | +7.8% | +7.3% |
| 30D | -18.5% | +3.7% | -22.3% | -20.2% |
| 3M | -30.0% | +8.8% | -38.8% | -33.7% |
| 6M | -56.2% | +38.0% | -94.1% | -65.1% |
| YTD | -26.4% | +5.9% | -32.3% | -32.6% |
| 1Y | -42.2% | +19.7% | -61.9% | -50.9% |
| 3Y | -76.8% | +20.5% | -97.4% | -81.3% |
| 5Y | -96.2% | -35.0% | -61.2% | -96.0% |
| All | +15.1% | +527.2% | -512.1% | -44.1% |
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