+376.4%
AXTI vs PLUG
-98.6%
+475.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +2.8% | +6.8% | +9.3% |
| 7D | +5.1% | -0.9% | +6.0% | +5.3% |
| 30D | -10.2% | +3.3% | -13.5% | -10.3% |
| 3M | -41.8% | -39.7% | -2.1% | -37.4% |
| 6M | +57.5% | -12.5% | +70.0% | +61.0% |
| YTD | +277.0% | +10.2% | +266.9% | +268.0% |
| 1Y | +1,982.4% | +50.7% | +1,931.7% | +1,844.3% |
| 3Y | +2,234.8% | -74.5% | +2,309.3% | +2,334.8% |
| 5Y | +528.3% | -91.8% | +620.1% | +616.8% |
| 10Y | +1,310.5% | +43.7% | +1,266.8% | +1,070.5% |
| All | +376.4% | -98.6% | +475.1% | +422.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling