+19.1%
FXI vs PLUG
+6.6%
+12.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.4% | -7.4% | -0.6% |
| 7D | +5.7% | +5.8% | -0.2% | +5.0% |
| 30D | +4.6% | -18.5% | +23.1% | +6.3% |
| 3M | -2.8% | -30.0% | +27.2% | -0.1% |
| 6M | -6.1% | -56.2% | +50.1% | -0.1% |
| YTD | -8.0% | -26.4% | +18.4% | -7.8% |
| 1Y | -11.3% | -42.2% | +30.9% | -9.4% |
| 3Y | +42.6% | -76.8% | +119.5% | +42.5% |
| 5Y | -0.1% | -96.2% | +96.2% | +13.2% |
| All | +19.1% | +6.6% | +12.4% | +3.4% |
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 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