-54.6%
PLUG vs MTB
+21.0%
-75.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.2% | -8.6% | -8.8% |
| 7D | -8.1% | 0.0% | -8.1% | -8.1% |
| 30D | -20.5% | +0.8% | -21.4% | -20.6% |
| 3M | -45.9% | -12.8% | -33.1% | -44.4% |
| 6M | -65.2% | +6.7% | -71.9% | -67.4% |
| YTD | -37.1% | +11.3% | -48.4% | -46.1% |
| 1Y | -54.6% | +20.2% | -74.7% | -66.2% |
| All | -54.6% | +21.0% | -75.6% | -66.2% |
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