-99.1%
PLUG vs ROK
+3,836.7%
-3,935.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.4% | +8.8% | +8.3% |
| 7D | +5.8% | -13.8% | +19.7% | +16.0% |
| 30D | -18.5% | -14.9% | -3.6% | -10.0% |
| 3M | -30.0% | -14.7% | -15.3% | -22.7% |
| 6M | -56.2% | -17.7% | -38.5% | -50.7% |
| YTD | -26.4% | -2.5% | -23.9% | -26.7% |
| 1Y | -42.2% | +2.3% | -44.5% | -44.2% |
| 3Y | -76.8% | +52.7% | -129.6% | -83.9% |
| 5Y | -96.2% | +20.5% | -116.8% | -96.8% |
| 10Y | +2.1% | +284.0% | -281.9% | -59.7% |
| All | -99.1% | +3,836.7% | -3,935.8% | -99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling