+50.7%
PLUG vs LII
-28.2%
+78.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.2% | +1.7% | +2.5% |
| 7D | -0.9% | -0.7% | -0.2% | -0.7% |
| 30D | +3.3% | -12.6% | +15.9% | +7.5% |
| 3M | -39.7% | -24.4% | -15.3% | -35.4% |
| 6M | -12.5% | -28.7% | +16.2% | -4.7% |
| YTD | +10.2% | -19.1% | +29.3% | +9.3% |
| 1Y | +50.7% | -29.7% | +80.4% | +66.4% |
| All | +50.7% | -28.2% | +78.9% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 1y: compounded portfolio wealth divided by compounded LII 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…
1y analysis · Full analysis span regression · 6 months rolling