-98.6%
PLUG vs IP
+105.8%
-204.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.2% | +0.6% | +1.6% |
| 7D | -0.9% | -5.3% | +4.4% | +2.2% |
| 30D | +3.3% | -10.9% | +14.2% | +10.2% |
| 3M | -39.7% | +11.2% | -50.9% | -44.8% |
| 6M | -12.5% | -10.2% | -2.3% | -10.8% |
| YTD | +10.2% | -2.0% | +12.1% | +4.8% |
| 1Y | +50.7% | -19.1% | +69.8% | +58.9% |
| 3Y | -74.5% | +20.9% | -95.4% | -79.7% |
| 5Y | -91.8% | -17.8% | -74.0% | -91.7% |
| 10Y | +43.7% | +23.5% | +20.2% | +8.1% |
| All | -98.6% | +105.8% | -204.5% | -99.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling