+53.5%
RGTI vs PLUG
-92.3%
+145.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | -1.0% |
| 7D | -2.5% | -0.9% | -1.6% | -2.1% |
| 30D | -9.4% | +3.3% | -12.7% | -10.3% |
| 3M | -37.1% | -39.7% | +2.6% | -21.9% |
| 6M | -14.4% | -12.5% | -1.9% | -9.6% |
| YTD | -31.4% | +10.2% | -41.5% | -34.3% |
| 1Y | +0.5% | +50.7% | -50.2% | -18.0% |
| 3Y | +726.1% | -74.5% | +800.6% | +938.8% |
| 5Y | +56.2% | -91.8% | +148.0% | +157.7% |
| All | +53.5% | -92.3% | +145.8% | +153.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling