+34.8%
NXPI vs PLUG
-96.6%
+131.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.7% | +3.8% | +3.2% |
| 7D | +1.7% | -6.8% | +8.5% | +2.8% |
| 30D | +19.7% | -16.0% | +35.7% | +22.9% |
| 3M | +14.5% | -38.7% | +53.3% | +23.5% |
| 6M | -11.2% | -61.4% | +50.1% | +2.3% |
| YTD | +25.8% | -31.0% | +56.8% | +30.2% |
| 1Y | +35.2% | -46.2% | +81.4% | +44.8% |
| 3Y | +52.3% | -61.5% | +113.7% | +44.8% |
| 5Y | +34.8% | -96.9% | +131.7% | +107.6% |
| All | +34.8% | -96.6% | +131.5% | +107.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling