-46.2%
PLUG vs XYL
-36.1%
-10.1%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.4% |
| 7D | -6.8% | -5.9% | -1.0% | -5.9% |
| 30D | -16.0% | -7.3% | -8.8% | -15.5% |
| 3M | -38.7% | -22.5% | -16.2% | -35.1% |
| 6M | -61.4% | -14.4% | -46.9% | -61.2% |
| YTD | -31.0% | -29.4% | -1.6% | -26.0% |
| 1Y | -46.2% | -35.6% | -10.6% | -21.7% |
| All | -46.2% | -36.1% | -10.1% | -21.7% |
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