+2,236.8%
AXTI vs PLUG
-59.4%
+2,296.2%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -0.7% | +20.2% | +19.7% |
| 7D | -1.2% | -6.8% | +5.7% | +1.4% |
| 30D | -24.2% | -16.0% | -8.2% | -19.9% |
| 3M | -36.3% | -38.7% | +2.4% | -26.7% |
| 6M | -62.7% | -61.4% | -1.3% | -51.7% |
| YTD | +187.3% | -31.0% | +218.2% | +214.0% |
| 1Y | +344.8% | -46.2% | +391.0% | +412.7% |
| All | +2,236.8% | -59.4% | +2,296.2% | +2,487.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling