+55.9%
PLUG vs IBN
+312.4%
-256.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.5% | +6.7% | +5.3% |
| 7D | +8.1% | -2.2% | +10.3% | +9.2% |
| 30D | +3.7% | -2.3% | +6.0% | +4.7% |
| 3M | -29.2% | +15.9% | -45.0% | -34.2% |
| 6M | +6.1% | +5.6% | +0.5% | +2.7% |
| YTD | +14.7% | -0.1% | +14.8% | +13.6% |
| 1Y | +56.9% | -6.5% | +63.5% | +60.1% |
| 3Y | -71.6% | +29.3% | -100.9% | -75.5% |
| 5Y | -91.0% | +56.6% | -147.6% | -92.7% |
| 10Y | +55.9% | +314.4% | -258.5% | +14.2% |
| All | +55.9% | +312.4% | -256.5% | +14.2% |
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