-71.6%
PLUG vs RSG
+55.3%
-126.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.5% | +4.6% | +3.9% |
| 7D | +8.1% | -0.7% | +8.9% | +7.8% |
| 30D | +3.7% | +3.3% | +0.4% | +5.4% |
| 3M | -29.2% | +8.5% | -37.6% | -26.1% |
| 6M | +6.1% | -3.5% | +9.6% | +7.6% |
| YTD | +14.7% | +5.5% | +9.2% | +19.7% |
| 1Y | +56.9% | -1.7% | +58.7% | +61.0% |
| 3Y | -71.6% | +56.9% | -128.5% | -67.3% |
| All | -71.6% | +55.3% | -126.9% | -67.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling