+1,560.5%
AXTI vs PLUG
+48.6%
+1,511.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.0% | +3.0% | 0.0% |
| 7D | +21.0% | +3.8% | +17.2% | +20.1% |
| 30D | -6.6% | +2.8% | -9.5% | -7.0% |
| 3M | -12.1% | -25.4% | +13.4% | -4.9% |
| 6M | +78.7% | -0.5% | +79.2% | +79.9% |
| YTD | +321.5% | +10.2% | +311.3% | +301.8% |
| 1Y | +2,166.8% | +53.9% | +2,112.9% | +1,876.1% |
| 3Y | +2,807.6% | -72.7% | +2,880.3% | +2,950.7% |
| 5Y | +651.5% | -91.4% | +742.9% | +838.6% |
| 10Y | +1,560.5% | +58.4% | +1,502.1% | +1,435.4% |
| All | +1,560.5% | +48.6% | +1,511.9% | +1,435.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 10y: compounded portfolio wealth divided by compounded PLUG 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…
10y analysis · Full analysis span regression · 6 months rolling