+20.0%
PLUG vs BTI
+114.6%
-94.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.3% | +4.8% | +3.8% |
| 7D | +14.5% | -2.9% | +17.4% | +15.3% |
| 30D | -10.7% | +8.3% | -19.0% | -13.0% |
| 3M | -31.2% | +2.9% | -34.1% | -32.1% |
| 6M | -51.9% | +6.2% | -58.1% | -53.4% |
| YTD | -23.9% | +10.9% | -34.8% | -27.4% |
| 1Y | -43.4% | +16.6% | -60.0% | -46.9% |
| 3Y | -74.7% | +142.2% | -216.9% | -82.2% |
| 5Y | -96.3% | +151.3% | -247.6% | -97.5% |
| 10Y | +20.0% | +113.9% | -93.9% | +7.2% |
| All | +20.0% | +114.6% | -94.6% | +7.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling