+132.6%
RTX vs PLUG
-96.4%
+229.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +7.4% | -8.6% | -1.4% |
| 7D | -5.1% | +5.8% | -11.0% | -5.3% |
| 30D | +5.1% | -18.5% | +23.7% | +5.7% |
| 3M | -14.8% | -30.0% | +15.1% | -14.0% |
| 6M | +8.0% | -56.2% | +64.2% | +10.3% |
| YTD | +4.5% | -26.4% | +30.9% | +4.3% |
| 1Y | +9.8% | -42.2% | +52.1% | +10.4% |
| 3Y | +144.2% | -76.8% | +221.0% | +148.5% |
| All | +132.6% | -96.4% | +229.0% | +174.0% |
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