-96.5%
PLUG vs IT
-43.2%
-53.3%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.0% | +11.4% | +8.6% |
| 7D | +5.8% | -16.9% | +22.8% | +10.8% |
| 30D | -18.5% | +2.3% | -20.9% | -20.5% |
| 3M | -30.0% | +2.9% | -32.8% | -32.6% |
| 6M | -56.2% | +25.9% | -82.0% | -62.6% |
| YTD | -26.4% | -24.6% | -1.7% | -20.3% |
| 1Y | -42.2% | -16.0% | -26.2% | -41.6% |
| 3Y | -76.8% | -51.6% | -25.3% | -71.2% |
| All | -96.5% | -43.2% | -53.3% | -96.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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