-83.9%
RIVN vs PLUG
-94.2%
+10.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.1% | -1.4% | +1.3% |
| 7D | +4.1% | +8.1% | -4.0% | +1.3% |
| 30D | +1.1% | +3.7% | -2.6% | -0.4% |
| 3M | -4.0% | -29.2% | +25.2% | +7.6% |
| 6M | +5.2% | +6.1% | -0.9% | -0.9% |
| YTD | -18.0% | +14.7% | -32.7% | -27.7% |
| 1Y | +15.6% | +56.9% | -41.4% | -18.0% |
| 3Y | -30.0% | -71.6% | +41.6% | -25.1% |
| All | -83.9% | -94.2% | +10.2% | -49.7% |
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