-91.9%
PLUG vs ROIV
+250.7%
-342.6%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.3% | +2.4% |
| 7D | -0.9% | +0.6% | -1.5% | -1.1% |
| 30D | +3.3% | +1.0% | +2.4% | +3.0% |
| 3M | -39.7% | +18.3% | -58.0% | -42.4% |
| 6M | -12.5% | +18.3% | -30.8% | -17.1% |
| YTD | +10.2% | +61.0% | -50.8% | -4.2% |
| 1Y | +50.7% | +177.9% | -127.2% | +14.3% |
| 3Y | -74.5% | +199.1% | -273.6% | -81.3% |
| All | -91.9% | +250.7% | -342.6% | -95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 5y: compounded portfolio wealth divided by compounded ROIV 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…
5y analysis · Full analysis span regression · 6 months rolling