+273.8%
RTX vs PLUG
+25.0%
+248.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.4% | +0.1% | +3.4% |
| 7D | -3.2% | +14.5% | -17.7% | -4.0% |
| 30D | +5.6% | -10.7% | +16.3% | +6.1% |
| 3M | -11.7% | -31.2% | +19.5% | -10.0% |
| 6M | +12.3% | -51.9% | +64.2% | +16.3% |
| YTD | +8.2% | -23.9% | +32.1% | +7.9% |
| 1Y | +12.6% | -43.4% | +56.0% | +14.1% |
| 3Y | +152.8% | -74.7% | +227.5% | +150.4% |
| 5Y | +140.2% | -96.3% | +236.5% | +171.6% |
| 10Y | +273.8% | +20.0% | +253.8% | +191.8% |
| All | +273.8% | +25.0% | +248.8% | +191.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling