-91.9%
PLUG vs IT
-40.5%
-51.4%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.6% | +7.5% | +4.4% |
| 7D | -0.9% | -6.0% | +5.1% | +1.1% |
| 30D | +3.3% | 0.0% | +3.3% | +2.7% |
| 3M | -39.7% | +13.1% | -52.8% | -43.8% |
| 6M | -12.5% | +11.7% | -24.2% | -19.8% |
| YTD | +10.2% | -26.1% | +36.3% | +22.6% |
| 1Y | +50.7% | -21.3% | +71.9% | +59.6% |
| 3Y | -74.5% | -46.7% | -27.8% | -71.5% |
| All | -91.9% | -40.5% | -51.4% | -92.3% |
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