+164.0%
XBI vs PLUG
+48.6%
+115.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.0% | +2.4% | -1.0% |
| 7D | -3.6% | +3.8% | -7.4% | -4.1% |
| 30D | +0.9% | +2.8% | -2.0% | +0.4% |
| 3M | +21.4% | -25.4% | +46.9% | +25.7% |
| 6M | +25.5% | -0.5% | +26.0% | +23.2% |
| YTD | +30.8% | +10.2% | +20.7% | +25.1% |
| 1Y | +68.6% | +53.9% | +14.7% | +48.6% |
| 3Y | +103.9% | -72.7% | +176.7% | +100.7% |
| 5Y | +20.8% | -91.4% | +112.2% | +35.4% |
| 10Y | +164.0% | +58.4% | +105.6% | +114.9% |
| All | +164.0% | +48.6% | +115.4% | +114.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 10y: compounded portfolio wealth divided by compounded PLUG 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…
10y analysis · Full analysis span regression · 6 months rolling