+20.0%
PLUG vs IBN
+368.7%
-348.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.7% | +1.8% | +2.7% |
| 7D | +14.5% | +14.6% | -0.1% | +7.2% |
| 30D | -10.7% | +23.5% | -34.2% | -19.6% |
| 3M | -31.2% | +14.0% | -45.2% | -35.6% |
| 6M | -51.9% | +31.1% | -83.1% | -58.2% |
| YTD | -23.9% | +16.6% | -40.4% | -30.2% |
| 1Y | -43.4% | +14.9% | -58.3% | -47.8% |
| 3Y | -74.7% | +56.9% | -131.6% | -80.4% |
| 5Y | -96.3% | +69.7% | -166.0% | -97.2% |
| 10Y | +20.0% | +365.4% | -345.4% | -25.7% |
| All | +20.0% | +368.7% | -348.7% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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