+55.9%
PLUG vs RJF
+428.9%
-373.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.0% | +5.1% | +4.8% |
| 7D | +8.1% | +1.8% | +6.4% | +6.8% |
| 30D | +3.7% | 0.0% | +3.7% | +3.4% |
| 3M | -29.2% | +18.0% | -47.1% | -37.1% |
| 6M | +6.1% | +17.0% | -10.9% | -6.2% |
| YTD | +14.7% | +11.1% | +3.6% | +5.4% |
| 1Y | +56.9% | +8.0% | +49.0% | +47.0% |
| 3Y | -71.6% | +73.3% | -144.9% | -81.5% |
| 5Y | -91.0% | +107.4% | -198.5% | -94.6% |
| 10Y | +55.9% | +428.5% | -372.6% | -41.5% |
| All | +55.9% | +428.9% | -373.0% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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