-50.2%
PLUG vs XLRE
+11.3%
-61.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.8% | -0.7% |
| 7D | -6.8% | -1.2% | -5.7% | -6.6% |
| 30D | -16.0% | +6.4% | -22.4% | -16.7% |
| 3M | -38.7% | +2.0% | -40.7% | -39.0% |
| 6M | -61.4% | +1.8% | -63.1% | -61.6% |
| YTD | -31.0% | +13.2% | -44.1% | -42.6% |
| All | -50.2% | +11.3% | -61.5% | -56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 1y: compounded portfolio wealth divided by compounded XLRE 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…
1y analysis · Full analysis span regression · 6 months rolling