+147.3%
RTX vs PLUG
-96.5%
+243.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -9.0% | +11.0% | +2.3% |
| 7D | -1.7% | -3.2% | +1.4% | -1.7% |
| 30D | +7.7% | -18.7% | +26.4% | +8.3% |
| 3M | -10.3% | -35.3% | +25.0% | -9.3% |
| 6M | +14.6% | -56.2% | +70.8% | +17.0% |
| YTD | +10.4% | -30.7% | +41.1% | +10.4% |
| 1Y | +13.5% | -46.7% | +60.2% | +14.4% |
| 3Y | +158.6% | -61.3% | +219.9% | +152.5% |
| 5Y | +147.3% | -96.6% | +243.9% | +191.2% |
| All | +147.3% | -96.5% | +243.7% | +191.2% |
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