-91.4%
PLUG vs XLRE
+6.4%
-97.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.9% | -2.2% |
| 7D | +3.8% | -0.7% | +4.6% | +5.0% |
| 30D | +2.8% | -2.2% | +5.1% | +6.4% |
| 3M | -25.4% | -2.6% | -22.8% | -23.7% |
| 6M | -0.5% | +2.6% | -3.0% | -7.8% |
| YTD | +10.2% | +9.3% | +0.9% | -8.9% |
| 1Y | +53.9% | +7.2% | +46.7% | +31.8% |
| 3Y | -72.7% | +31.3% | -104.1% | -83.5% |
| 5Y | -91.4% | +8.1% | -99.5% | -92.5% |
| All | -91.4% | +6.4% | -97.8% | -92.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling