-74.7%
PLUG vs ITOT
+77.8%
-152.5%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.5% | +1.0% | -1.2% |
| 7D | +14.5% | +0.2% | +14.3% | +14.3% |
| 30D | -10.7% | -3.0% | -7.7% | -4.8% |
| 3M | -31.2% | -2.7% | -28.5% | -26.9% |
| 6M | -51.9% | +2.6% | -54.5% | -53.3% |
| YTD | -23.9% | +11.5% | -35.3% | -35.8% |
| 1Y | -43.4% | +13.5% | -56.9% | -53.7% |
| 3Y | -74.7% | +79.7% | -154.4% | -90.9% |
| All | -74.7% | +77.8% | -152.5% | -90.9% |
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