-7.9%
RGTI vs PLUG
-97.5%
+89.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -10.5% | +3.6% | -2.2% |
| 7D | -18.1% | -23.4% | +5.3% | -7.7% |
| 30D | -17.6% | -23.4% | +5.8% | -6.3% |
| 3M | -48.3% | -51.7% | +3.4% | -27.9% |
| 6M | -47.8% | -72.0% | +24.2% | -6.5% |
| YTD | -56.6% | -43.7% | -12.9% | -43.9% |
| 1Y | -61.8% | -55.4% | -6.4% | -46.3% |
| 3Y | +807.5% | -68.0% | +875.6% | +998.1% |
| All | -7.9% | -97.5% | +89.6% | +156.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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