+484.9%
IBKR vs PLUG
-91.8%
+576.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | -0.8% |
| 7D | -3.8% | 0.0% | -3.8% | -3.8% |
| 30D | -0.3% | -5.0% | +4.6% | 0.0% |
| 3M | +4.8% | -26.2% | +31.0% | +6.8% |
| 6M | +30.8% | -0.5% | +31.3% | +29.8% |
| YTD | +39.5% | +7.1% | +32.4% | +37.1% |
| 1Y | +43.7% | +46.5% | -2.9% | +36.9% |
| 3Y | +284.7% | -73.5% | +358.1% | +293.4% |
| 5Y | +484.9% | -91.3% | +576.2% | +539.5% |
| All | +484.9% | -91.8% | +576.7% | +539.5% |
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