+888.8%
AXTI vs PLUG
-2.2%
+891.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -0.7% | +20.2% | +19.7% |
| 7D | -1.2% | -6.8% | +5.7% | +1.1% |
| 30D | -24.2% | -16.0% | -8.2% | -20.4% |
| 3M | -36.3% | -38.7% | +2.4% | -27.7% |
| 6M | -62.7% | -61.4% | -1.3% | -52.3% |
| YTD | +187.3% | -31.0% | +218.2% | +208.5% |
| 1Y | +344.8% | -46.2% | +391.0% | +402.6% |
| 3Y | +2,272.2% | -61.5% | +2,333.7% | +2,323.5% |
| 5Y | +419.6% | -96.9% | +516.4% | +718.9% |
| 10Y | +888.8% | -7.5% | +896.3% | +855.6% |
| All | +888.8% | -2.2% | +891.0% | +855.6% |
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