-74.6%
PLUG vs IP
+21.5%
-96.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.2% | +0.6% | +2.1% |
| 7D | -0.9% | -5.3% | +4.4% | +1.0% |
| 30D | +3.3% | -10.9% | +14.2% | +7.5% |
| 3M | -39.7% | +11.2% | -50.9% | -42.9% |
| 6M | -12.5% | -10.2% | -2.3% | -9.9% |
| YTD | +10.2% | -2.0% | +12.1% | +7.1% |
| 1Y | +50.7% | -19.1% | +69.8% | +60.4% |
| All | -74.6% | +21.5% | -96.2% | -83.6% |
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