-76.8%
PLUG vs BTI
+143.0%
-219.9%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -3.5% | +10.9% | +7.3% |
| 7D | +5.8% | -1.0% | +6.9% | +5.8% |
| 30D | -18.5% | +13.0% | -31.5% | -18.6% |
| 3M | -30.0% | +5.3% | -35.3% | -29.8% |
| 6M | -56.2% | +5.3% | -61.5% | -56.3% |
| YTD | -26.4% | +12.4% | -38.8% | -27.2% |
| 1Y | -42.2% | +18.9% | -61.2% | -43.1% |
| 3Y | -76.8% | +144.0% | -220.9% | -85.3% |
| All | -76.8% | +143.0% | -219.9% | -85.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling