+56.9%
PLUG vs IOT
-4.9%
+61.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.1% | +4.3% | +4.2% |
| 7D | +8.1% | +2.8% | +5.3% | +8.0% |
| 30D | +3.7% | -1.8% | +5.5% | +3.7% |
| 3M | -29.2% | +17.9% | -47.0% | -29.8% |
| 6M | +6.1% | +13.5% | -7.4% | +7.5% |
| YTD | +14.7% | +13.3% | +1.5% | +17.5% |
| 1Y | +56.9% | -3.3% | +60.3% | +80.1% |
| All | +56.9% | -4.9% | +61.8% | +80.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling