+44.9%
IBKR vs PLUG
+46.9%
-2.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.2% |
| 7D | -1.3% | -3.2% | +1.9% | -1.0% |
| 30D | -0.2% | -8.3% | +8.1% | +0.6% |
| 3M | +3.0% | -25.8% | +28.7% | +5.3% |
| 6M | +33.9% | -5.8% | +39.7% | +32.4% |
| YTD | +42.5% | +6.6% | +35.9% | +39.1% |
| 1Y | +44.9% | +39.1% | +5.8% | +54.0% |
| All | +44.9% | +46.9% | -2.0% | +54.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling