-41.4%
PLUG vs IOT
+7.8%
-49.2%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.1% | +0.4% | +3.5% |
| 7D | +14.5% | +0.8% | +13.7% | +14.5% |
| 30D | -10.7% | +1.6% | -12.4% | -10.7% |
| 3M | -31.2% | +3.3% | -34.5% | -31.1% |
| 6M | -51.9% | +42.0% | -93.9% | -51.1% |
| YTD | -23.9% | +19.1% | -43.0% | -22.5% |
| All | -41.4% | +7.8% | -49.2% | -38.2% |
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