-42.1%
PLUG vs MTB
+27.0%
-69.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.2% | +2.4% | +3.2% |
| 7D | +2.8% | +2.0% | +0.8% | +2.2% |
| 30D | -22.8% | +2.9% | -25.7% | -23.4% |
| 3M | -32.4% | -10.7% | -21.7% | -30.8% |
| 6M | -53.4% | +6.3% | -59.7% | -56.0% |
| YTD | -25.9% | +13.8% | -39.7% | -37.8% |
| 1Y | -42.1% | +27.7% | -69.8% | -61.8% |
| All | -42.1% | +27.0% | -69.0% | -61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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