-42.1%
PLUG vs BTI
+24.7%
-66.7%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.4% | +0.1% | +3.9% |
| 7D | +2.8% | +5.3% | -2.5% | +3.4% |
| 30D | -22.8% | +19.1% | -41.8% | -21.6% |
| 3M | -32.4% | +6.5% | -38.9% | -31.3% |
| 6M | -53.4% | +9.4% | -62.8% | -53.3% |
| YTD | -25.9% | +14.4% | -40.3% | -27.6% |
| 1Y | -42.1% | +23.9% | -66.0% | -48.6% |
| All | -42.1% | +24.7% | -66.7% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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