+56.9%
PLUG vs XYL
-21.5%
+78.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.0% | +1.2% | +2.7% |
| 7D | +8.1% | +1.8% | +6.3% | +7.2% |
| 30D | +3.7% | -9.2% | +12.9% | +8.4% |
| 3M | -29.2% | -0.3% | -28.9% | -31.8% |
| 6M | +6.1% | -11.0% | +17.1% | +13.0% |
| YTD | +14.7% | -19.2% | +33.9% | +26.6% |
| 1Y | +56.9% | -21.2% | +78.2% | +105.6% |
| All | +56.9% | -21.5% | +78.4% | +105.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 XYL 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