-26.5%
PLUG vs ITOT
+287.5%
-314.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -0.4% | -10.1% | -9.8% |
| 7D | -23.4% | +2.5% | -25.9% | -26.7% |
| 30D | -23.4% | -1.7% | -21.8% | -20.5% |
| 3M | -51.7% | -3.4% | -48.4% | -48.1% |
| 6M | -72.0% | +2.1% | -74.1% | -72.5% |
| YTD | -43.7% | +11.5% | -55.1% | -52.5% |
| 1Y | -55.4% | +13.6% | -69.0% | -63.7% |
| 3Y | -68.0% | +77.2% | -145.2% | -87.9% |
| 5Y | -97.4% | +64.4% | -161.8% | -98.8% |
| All | -26.5% | +287.5% | -314.0% | -90.1% |
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