+22.6%
IJR vs PLUG
+50.7%
-28.1%
-8.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.0% | +2.9% | -0.9% |
| 7D | -1.1% | +3.8% | -4.9% | -1.3% |
| 30D | -3.6% | +2.8% | -6.5% | -3.8% |
| 3M | +2.3% | -25.4% | +27.7% | +3.6% |
| 6M | +14.3% | -0.5% | +14.8% | +13.3% |
| YTD | +19.3% | +10.2% | +9.1% | +17.1% |
| 1Y | +22.6% | +53.9% | -31.3% | +20.2% |
| All | +22.6% | +50.7% | -28.1% | +20.2% |
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