-97.7%
PLUG vs ITOT
+896.7%
-994.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -41.1% |
| 6M | -12.5% | +13.0% | -25.5% | -27.8% |
| YTD | +10.2% | +14.0% | -3.8% | -9.9% |
| 1Y | +50.7% | +19.9% | +30.8% | +14.9% |
| 3Y | -74.5% | +75.8% | -150.3% | -89.6% |
| 5Y | -91.8% | +73.8% | -165.6% | -96.1% |
| 10Y | +43.7% | +295.9% | -252.2% | -79.7% |
| All | -97.7% | +896.7% | -994.4% | -99.9% |
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 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