-93.1%
PLUG vs IOT
+55.2%
-148.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.7% | -0.2% | -2.6% |
| 7D | +3.8% | +5.1% | -1.2% | +1.9% |
| 30D | +2.8% | -3.0% | +5.9% | +3.7% |
| 3M | -25.4% | +15.0% | -40.4% | -31.0% |
| 6M | -0.5% | +13.1% | -13.6% | -10.0% |
| YTD | +10.2% | +9.0% | +1.1% | -1.7% |
| 1Y | +53.9% | +0.1% | +53.8% | +42.2% |
| 3Y | -72.7% | +26.4% | -99.2% | -80.4% |
| All | -93.1% | +55.2% | -148.3% | -96.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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