-7.5%
PLUG vs BTI
+124.3%
-131.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | -6.8% | -3.0% | -3.8% | -6.2% |
| 30D | -16.0% | +9.8% | -25.8% | -18.5% |
| 3M | -38.7% | +9.2% | -47.9% | -40.6% |
| 6M | -61.4% | +4.0% | -65.4% | -62.3% |
| YTD | -31.0% | +12.7% | -43.6% | -34.6% |
| 1Y | -46.2% | +15.9% | -62.2% | -49.5% |
| 3Y | -61.5% | +148.9% | -210.4% | -73.4% |
| 5Y | -96.9% | +152.8% | -249.6% | -97.9% |
| 10Y | -7.5% | +124.2% | -131.7% | -16.9% |
| All | -7.5% | +124.3% | -131.7% | -16.9% |
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