+14.2%
FXI vs PLUG
+56.9%
-42.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.1% | -6.6% | -2.8% |
| 7D | -1.0% | +8.1% | -9.1% | -1.6% |
| 30D | -3.2% | +3.7% | -6.9% | -3.7% |
| 3M | +1.7% | -29.2% | +30.8% | +4.3% |
| 6M | -1.6% | +6.1% | -7.7% | -3.3% |
| YTD | -7.9% | +14.7% | -22.6% | -10.9% |
| 1Y | -9.6% | +56.9% | -66.6% | -16.7% |
| 3Y | +40.5% | -71.6% | +112.1% | +38.2% |
| 5Y | -6.2% | -91.0% | +84.8% | -1.1% |
| 10Y | +14.2% | +55.9% | -41.7% | -5.0% |
| All | +14.2% | +56.9% | -42.8% | -5.0% |
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