+236.5%
AXTI vs PLUG
-99.2%
+335.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -8.8% | +1.5% | -6.2% |
| 7D | +18.6% | -8.1% | +26.7% | +20.0% |
| 30D | -32.6% | -20.5% | -12.1% | -30.2% |
| 3M | -44.5% | -45.9% | +1.3% | -39.5% |
| 6M | -64.6% | -65.2% | +0.6% | -58.8% |
| YTD | +166.3% | -37.1% | +203.4% | +181.1% |
| 1Y | +296.5% | -54.6% | +351.1% | +334.5% |
| 3Y | +2,099.0% | -64.9% | +2,163.9% | +2,185.6% |
| 5Y | +377.9% | -97.1% | +475.1% | +519.9% |
| 10Y | +816.6% | -15.6% | +832.3% | +723.4% |
| All | +236.5% | -99.2% | +335.8% | +299.3% |
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