+56.8%
RGTI vs PLUG
-91.3%
+148.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | +0.5% | -3.2% | +3.7% | +1.9% |
| 30D | -17.1% | -8.3% | -8.8% | -13.8% |
| 3M | -26.0% | -25.8% | -0.2% | -15.2% |
| 6M | -9.9% | -5.8% | -4.0% | -7.2% |
| YTD | -31.1% | +6.6% | -37.7% | -33.3% |
| 1Y | -8.5% | +39.1% | -47.6% | -24.0% |
| 3Y | +652.2% | -73.7% | +725.9% | +854.0% |
| All | +56.8% | -91.3% | +148.1% | +186.7% |
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