-96.5%
PLUG vs IP
-12.5%
-84.0%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -4.0% | -3.6% | -5.5% |
| 7D | -4.9% | -5.0% | 0.0% | -2.6% |
| 30D | -27.4% | +6.5% | -34.0% | -30.0% |
| 3M | -35.7% | -18.0% | -17.7% | -29.1% |
| 6M | -59.3% | +10.3% | -69.7% | -62.9% |
| YTD | -31.5% | -9.9% | -21.6% | -32.0% |
| 1Y | -48.9% | -1.1% | -47.8% | -52.6% |
| 3Y | -79.6% | +13.0% | -92.6% | -85.9% |
| 5Y | -96.5% | -12.3% | -84.2% | -97.0% |
| All | -96.5% | -12.5% | -84.0% | -97.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling