+58.4%
PLUG vs RRX
+210.7%
-152.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.5% | -1.5% | -2.3% |
| 7D | +3.8% | -0.7% | +4.5% | +4.4% |
| 30D | +2.8% | -8.0% | +10.8% | +8.6% |
| 3M | -25.4% | -25.1% | -0.4% | -11.9% |
| 6M | -0.5% | -18.3% | +17.8% | +7.3% |
| YTD | +10.2% | +14.2% | -4.0% | -9.6% |
| 1Y | +53.9% | +13.0% | +40.9% | +27.1% |
| 3Y | -72.7% | +4.2% | -76.9% | -77.8% |
| 5Y | -91.4% | +17.9% | -109.3% | -93.5% |
| 10Y | +58.4% | +220.4% | -162.0% | -25.4% |
| All | +58.4% | +210.7% | -152.3% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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