+1,668.9%
RTX vs PLUG
-99.1%
+1,768.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -7.5% | +4.2% | -2.8% |
| 7D | -3.8% | -4.9% | +1.2% | -3.5% |
| 30D | +4.7% | -27.4% | +32.1% | +6.7% |
| 3M | -13.4% | -35.7% | +22.3% | -11.2% |
| 6M | +11.8% | -59.3% | +71.2% | +17.4% |
| YTD | +5.8% | -31.5% | +37.2% | +6.3% |
| 1Y | +11.9% | -48.9% | +60.8% | +14.3% |
| 3Y | +146.3% | -79.6% | +225.9% | +145.9% |
| 5Y | +134.3% | -96.5% | +230.8% | +155.2% |
| 10Y | +277.9% | -4.9% | +282.8% | +198.6% |
| All | +1,668.9% | -99.1% | +1,768.1% | +1,022.1% |
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