-74.7%
PLUG vs RJF
+74.9%
-149.6%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.1% | +0.4% | +2.3% |
| 7D | +14.5% | +3.4% | +11.1% | +13.1% |
| 30D | -10.7% | +5.9% | -16.7% | -12.6% |
| 3M | -31.2% | -4.6% | -26.6% | -30.1% |
| 6M | -51.9% | +9.5% | -61.4% | -54.3% |
| YTD | -23.9% | +6.0% | -29.8% | -26.0% |
| 1Y | -43.4% | +4.3% | -47.7% | -44.6% |
| 3Y | -74.7% | +76.6% | -151.3% | -81.6% |
| All | -74.7% | +74.9% | -149.6% | -81.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling