+58.4%
PLUG vs RSG
+418.8%
-360.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.2% |
| 7D | +3.8% | 0.0% | +3.9% | +3.8% |
| 30D | +2.8% | +3.7% | -0.8% | +1.0% |
| 3M | -25.4% | +6.2% | -31.6% | -28.3% |
| 6M | -0.5% | -2.8% | +2.3% | -0.5% |
| YTD | +10.2% | +5.9% | +4.3% | +4.9% |
| 1Y | +53.9% | -1.8% | +55.7% | +51.9% |
| 3Y | -72.7% | +57.5% | -130.2% | -81.6% |
| 5Y | -91.4% | +91.1% | -182.5% | -95.0% |
| 10Y | +58.4% | +428.1% | -369.7% | -51.1% |
| All | +58.4% | +418.8% | -360.4% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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