-41.4%
PLUG vs IOVA
+237.6%
-279.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.6% | +1.8% | +3.3% |
| 7D | +14.5% | +1.9% | +12.6% | +14.4% |
| 30D | -10.7% | -44.1% | +33.4% | -6.2% |
| 3M | -31.2% | +28.9% | -60.1% | -34.3% |
| 6M | -51.9% | +125.7% | -177.6% | -57.2% |
| YTD | -23.9% | +199.3% | -223.1% | -37.2% |
| All | -41.4% | +237.6% | -279.0% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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