-74.6%
PLUG vs IBN
+32.1%
-106.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.6% | +3.1% |
| 7D | -0.9% | +1.4% | -2.3% | -1.5% |
| 30D | +3.3% | -0.3% | +3.7% | +3.4% |
| 3M | -39.7% | +17.1% | -56.8% | -43.9% |
| 6M | -12.5% | +3.4% | -15.9% | -13.9% |
| YTD | +10.2% | +2.5% | +7.6% | +8.2% |
| 1Y | +50.7% | -4.2% | +54.9% | +52.7% |
| All | -74.6% | +32.1% | -106.7% | -81.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling