+20.1%
FXI vs PLUG
+25.0%
-4.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.4% | -4.3% | -1.1% |
| 7D | +4.4% | +14.5% | -10.1% | +3.1% |
| 30D | +1.2% | -10.7% | +11.9% | +2.1% |
| 3M | -4.2% | -31.2% | +27.0% | -1.4% |
| 6M | -6.2% | -51.9% | +45.7% | -1.1% |
| YTD | -8.8% | -23.9% | +15.1% | -8.8% |
| 1Y | -11.6% | -43.4% | +31.8% | -9.6% |
| 3Y | +45.1% | -74.7% | +119.8% | +43.7% |
| 5Y | -1.2% | -96.3% | +95.1% | +12.1% |
| 10Y | +20.1% | +20.0% | +0.1% | +4.1% |
| All | +20.1% | +25.0% | -4.9% | +4.1% |
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