+58.4%
PLUG vs ITOT
+293.9%
-235.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.4% | -3.0% |
| 7D | +3.8% | -0.4% | +4.2% | +4.5% |
| 30D | +2.8% | -1.6% | +4.4% | +6.1% |
| 3M | -25.4% | +3.5% | -29.0% | -29.6% |
| 6M | -0.5% | +13.1% | -13.6% | -19.4% |
| YTD | +10.2% | +12.7% | -2.6% | -9.6% |
| 1Y | +53.9% | +18.3% | +35.6% | +17.6% |
| 3Y | -72.7% | +76.4% | -149.1% | -89.7% |
| 5Y | -91.4% | +73.8% | -165.2% | -96.2% |
| 10Y | +58.4% | +301.2% | -242.8% | -73.6% |
| All | +58.4% | +293.9% | -235.5% | -73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling