-75.5%
PLUG vs RRX
+60.1%
-135.6%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +5.5% | +1.9% | +4.5% |
| 7D | +5.8% | +7.5% | -1.7% | +1.8% |
| 30D | -18.5% | +3.0% | -21.5% | -20.0% |
| 3M | -30.0% | -5.3% | -24.6% | -28.3% |
| 6M | -56.2% | -26.6% | -29.5% | -49.8% |
| YTD | -26.4% | +21.2% | -47.6% | -40.9% |
| 1Y | -42.2% | +25.9% | -68.2% | -55.1% |
| All | -75.5% | +60.1% | -135.6% | -87.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling