+55.9%
PLUG vs BTI
+67.8%
-11.9%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.4% | +4.5% | +4.3% |
| 7D | +8.1% | -1.4% | +9.5% | +8.6% |
| 30D | +3.7% | -7.0% | +10.7% | +5.7% |
| 3M | -29.2% | -6.3% | -22.8% | -28.4% |
| 6M | +6.1% | -2.0% | +8.1% | +5.5% |
| YTD | +14.7% | +0.2% | +14.5% | +13.0% |
| 1Y | +56.9% | +3.8% | +53.2% | +52.4% |
| 3Y | -71.6% | +112.1% | -183.7% | -79.1% |
| 5Y | -91.0% | +113.6% | -204.7% | -93.5% |
| 10Y | +55.9% | +69.6% | -13.7% | +47.7% |
| All | +55.9% | +67.8% | -11.9% | +47.7% |
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