-73.8%
PLUG vs RRX
+4.3%
-78.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.7% | +2.8% |
| 7D | -0.9% | +3.4% | -4.4% | -2.6% |
| 30D | +3.3% | -11.1% | +14.5% | +9.5% |
| 3M | -39.7% | -23.7% | -16.0% | -32.1% |
| 6M | -12.5% | -22.0% | +9.5% | -4.5% |
| YTD | +10.2% | +16.5% | -6.3% | -7.2% |
| 1Y | +50.7% | +11.5% | +39.2% | +30.2% |
| All | -73.8% | +4.3% | -78.0% | -73.7% |
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