-91.0%
PLUG vs RRX
+19.7%
-110.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.5% | +3.6% | +3.8% |
| 7D | +8.1% | +4.3% | +3.9% | +5.2% |
| 30D | +3.7% | -8.0% | +11.7% | +9.4% |
| 3M | -29.2% | -22.0% | -7.1% | -18.9% |
| 6M | +6.1% | -11.9% | +18.0% | +7.9% |
| YTD | +14.7% | +17.1% | -2.4% | -9.0% |
| 1Y | +56.9% | +14.9% | +42.1% | +26.0% |
| 3Y | -71.6% | +6.9% | -78.5% | -77.2% |
| 5Y | -91.0% | +19.6% | -110.6% | -93.5% |
| All | -91.0% | +19.7% | -110.8% | -93.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling