-42.2%
PLUG vs IP
-0.2%
-42.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.8% | +6.6% | +7.3% |
| 7D | +5.8% | -5.1% | +10.9% | +6.5% |
| 30D | -18.5% | +8.5% | -27.1% | -19.5% |
| 3M | -30.0% | -13.8% | -16.1% | -29.1% |
| 6M | -56.2% | +5.7% | -61.9% | -56.6% |
| YTD | -26.4% | -9.1% | -17.3% | -28.9% |
| 1Y | -42.2% | -0.8% | -41.4% | -47.5% |
| All | -42.2% | -0.2% | -42.0% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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