-42.1%
PLUG vs ROK
+25.3%
-67.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.9% |
| 7D | +2.8% | 0.0% | +2.8% | +2.8% |
| 30D | -22.8% | -2.5% | -20.3% | -21.6% |
| 3M | -32.4% | 0.0% | -32.4% | -32.3% |
| 6M | -53.4% | +11.6% | -64.9% | -55.7% |
| YTD | -25.9% | +15.2% | -41.1% | -33.1% |
| 1Y | -42.1% | +25.0% | -67.1% | -50.5% |
| All | -42.1% | +25.3% | -67.3% | -50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROK.
Daily Out/Under-Performance
Portfolio return minus ROK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROK 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 1y: compounded portfolio wealth divided by compounded ROK 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…
1y analysis · Full analysis span regression · 6 months rolling