-76.7%
PLUG vs IP
+17.6%
-94.3%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.5% | +2.0% | +3.1% |
| 7D | +2.8% | +3.4% | -0.6% | +1.5% |
| 30D | -22.8% | +11.2% | -34.0% | -25.7% |
| 3M | -32.4% | -14.8% | -17.6% | -29.0% |
| 6M | -53.4% | +17.3% | -70.6% | -56.9% |
| YTD | -25.9% | -6.2% | -19.7% | -26.9% |
| 1Y | -42.1% | +2.3% | -44.4% | -45.4% |
| All | -76.7% | +17.6% | -94.3% | -84.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling