-98.4%
PLUG vs ITOT
+874.9%
-973.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.5% | +1.0% | -0.7% |
| 7D | +14.5% | +0.2% | +14.3% | +14.4% |
| 30D | -10.7% | -3.0% | -7.7% | -5.4% |
| 3M | -31.2% | -2.7% | -28.5% | -27.3% |
| 6M | -51.9% | +2.6% | -54.5% | -53.2% |
| YTD | -23.9% | +11.5% | -35.3% | -34.9% |
| 1Y | -43.4% | +13.5% | -56.9% | -53.0% |
| 3Y | -74.7% | +79.7% | -154.4% | -90.0% |
| 5Y | -96.3% | +64.2% | -160.5% | -98.1% |
| 10Y | +20.0% | +290.2% | -270.2% | -82.4% |
| All | -98.4% | +874.9% | -973.3% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling