-91.0%
PLUG vs ITOT
+73.9%
-164.9%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.6% | +4.7% | +5.4% |
| 7D | +8.1% | +0.7% | +7.5% | +6.5% |
| 30D | +3.7% | -1.1% | +4.8% | +6.4% |
| 3M | -29.2% | +3.9% | -33.0% | -34.4% |
| 6M | +6.1% | +14.7% | -8.6% | -20.2% |
| YTD | +14.7% | +13.3% | +1.4% | -10.7% |
| 1Y | +56.9% | +19.1% | +37.8% | +11.6% |
| 3Y | -71.6% | +77.3% | -148.9% | -91.8% |
| 5Y | -91.0% | +74.1% | -165.1% | -96.8% |
| All | -91.0% | +73.9% | -164.9% | -96.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling