-97.3%
PLUG vs XHB
+172.9%
-270.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.5% | +8.9% | +8.6% |
| 7D | +5.8% | +1.3% | +4.5% | +4.3% |
| 30D | -18.5% | +7.8% | -26.3% | -23.8% |
| 3M | -30.0% | -5.5% | -24.5% | -27.1% |
| 6M | -56.2% | -2.6% | -53.6% | -56.1% |
| YTD | -26.4% | +0.4% | -26.7% | -29.1% |
| 1Y | -42.2% | -1.0% | -41.2% | -43.6% |
| 3Y | -76.8% | +37.3% | -114.1% | -82.3% |
| 5Y | -96.2% | +33.7% | -129.9% | -96.8% |
| 10Y | +2.1% | +256.9% | -254.8% | -56.3% |
| All | -97.3% | +172.9% | -270.2% | -99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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