+34.3%
IEMG vs PLUG
+50.7%
-16.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.4% | -0.2% |
| 7D | +1.6% | +3.8% | -2.2% | +1.3% |
| 30D | +4.6% | +2.8% | +1.8% | +4.4% |
| 3M | +4.8% | -25.4% | +30.3% | +6.4% |
| 6M | +16.8% | -0.5% | +17.3% | +17.0% |
| YTD | +24.8% | +10.2% | +14.7% | +24.5% |
| 1Y | +34.3% | +53.9% | -19.6% | +34.1% |
| All | +34.3% | +50.7% | -16.4% | +34.1% |
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 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