-7.6%
IGV vs PLUG
-51.0%
+43.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -8.8% | +8.1% | +0.1% |
| 7D | +2.5% | -8.1% | +10.6% | +3.2% |
| 30D | -8.6% | -20.5% | +11.9% | -6.7% |
| 3M | -1.6% | -45.9% | +44.3% | +3.6% |
| 6M | +13.4% | -65.2% | +78.6% | +22.9% |
| YTD | -4.0% | -37.1% | +33.1% | -3.9% |
| 1Y | -7.6% | -54.6% | +46.9% | -4.6% |
| All | -7.6% | -51.0% | +43.4% | -4.6% |
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