+107.2%
XBI vs PLUG
-72.4%
+179.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.1% | -5.3% | -1.5% |
| 7D | -0.9% | +8.1% | -9.0% | -1.5% |
| 30D | +2.9% | +3.7% | -0.8% | +2.5% |
| 3M | +26.2% | -29.2% | +55.4% | +29.3% |
| 6M | +30.7% | +6.1% | +24.6% | +28.6% |
| YTD | +32.9% | +14.7% | +18.2% | +29.0% |
| 1Y | +72.3% | +56.9% | +15.3% | +59.1% |
| 3Y | +107.2% | -71.6% | +178.8% | +110.7% |
| All | +107.2% | -72.4% | +179.6% | +110.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling