+1,751.1%
RTX vs PLUG
-98.6%
+1,849.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.5% | -0.8% |
| 7D | -5.2% | -0.9% | -4.2% | -5.1% |
| 30D | -9.4% | +3.3% | -12.7% | -9.7% |
| 3M | +12.3% | -39.7% | +52.0% | +15.5% |
| 6M | -3.1% | -12.5% | +9.4% | -3.3% |
| YTD | +10.7% | +10.2% | +0.5% | +8.1% |
| 1Y | +28.4% | +50.7% | -22.3% | +21.1% |
| 3Y | +147.1% | -74.5% | +221.6% | +143.6% |
| 5Y | +167.2% | -91.8% | +259.0% | +174.8% |
| 10Y | +274.7% | +43.7% | +231.0% | +188.7% |
| All | +1,751.1% | -98.6% | +1,849.7% | +1,041.8% |
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 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