-91.0%
PLUG vs RSG
+91.5%
-182.6%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.5% | +4.6% | +4.2% |
| 7D | +8.1% | -0.7% | +8.9% | +8.2% |
| 30D | +3.7% | +3.3% | +0.4% | +3.2% |
| 3M | -29.2% | +8.5% | -37.6% | -30.5% |
| 6M | +6.1% | -3.5% | +9.6% | +7.4% |
| YTD | +14.7% | +5.5% | +9.2% | +12.9% |
| 1Y | +56.9% | -1.7% | +58.7% | +57.8% |
| 3Y | -71.6% | +56.9% | -128.5% | -79.7% |
| 5Y | -91.0% | +89.4% | -180.4% | -94.0% |
| All | -91.0% | +91.5% | -182.6% | -94.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling