-97.3%
PLUG vs IBN
+73.5%
-170.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +0.4% | -10.9% | -10.8% |
| 7D | -23.4% | +1.9% | -25.3% | -24.6% |
| 30D | -23.4% | +22.1% | -45.6% | -35.0% |
| 3M | -51.7% | +17.1% | -68.8% | -57.7% |
| 6M | -72.0% | +35.5% | -107.5% | -78.5% |
| YTD | -43.7% | +16.8% | -60.5% | -51.4% |
| 1Y | -55.4% | +12.4% | -67.8% | -60.2% |
| 3Y | -68.0% | +58.0% | -126.1% | -82.0% |
| All | -97.3% | +73.5% | -170.8% | -98.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling