-73.8%
PLUG vs IOT
+31.4%
-105.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.7% | -0.9% | +2.0% |
| 7D | -0.9% | -2.3% | +1.4% | -0.4% |
| 30D | +3.3% | +3.8% | -0.5% | +2.3% |
| 3M | -39.7% | +14.2% | -53.9% | -42.4% |
| 6M | -12.5% | +40.1% | -52.6% | -23.8% |
| YTD | +10.2% | +13.4% | -3.2% | +2.3% |
| 1Y | +50.7% | +12.2% | +38.5% | +39.5% |
| All | -73.8% | +31.4% | -105.1% | -81.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling