-72.7%
PLUG vs ITOT
+78.4%
-151.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.2% | +3.4% |
| 7D | -0.9% | +0.1% | -1.0% | -1.1% |
| 30D | +3.3% | 0.0% | +3.3% | +3.6% |
| 3M | -39.7% | +2.0% | -41.7% | -41.3% |
| 6M | -12.5% | +13.0% | -25.5% | -29.5% |
| YTD | +10.2% | +14.0% | -3.8% | -12.1% |
| 1Y | +50.7% | +19.9% | +30.8% | +11.6% |
| All | -72.7% | +78.4% | -151.2% | -90.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling