-99.1%
PLUG vs IP
+97.0%
-196.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.5% | +2.0% | +2.7% |
| 7D | +2.8% | +3.4% | -0.6% | +0.5% |
| 30D | -22.8% | +11.2% | -34.0% | -27.6% |
| 3M | -32.4% | -14.8% | -17.6% | -26.4% |
| 6M | -53.4% | +17.3% | -70.6% | -59.0% |
| YTD | -25.9% | -6.2% | -19.7% | -28.1% |
| 1Y | -42.1% | +2.3% | -44.4% | -46.8% |
| 3Y | -77.9% | +17.7% | -95.6% | -82.3% |
| 5Y | -96.4% | -8.4% | -87.9% | -96.6% |
| 10Y | +2.8% | +32.1% | -29.2% | -25.7% |
| All | -99.1% | +97.0% | -196.1% | -99.5% |
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 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