+24.5%
XBI vs PLUG
-96.6%
+121.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.9% |
| 7D | -1.8% | -6.8% | +5.1% | -0.8% |
| 30D | +3.2% | -16.0% | +19.3% | +5.7% |
| 3M | -1.1% | -38.7% | +37.6% | +5.6% |
| 6M | +16.1% | -61.4% | +77.5% | +30.8% |
| YTD | +28.3% | -31.0% | +59.3% | +30.2% |
| 1Y | +37.7% | -46.2% | +83.9% | +44.0% |
| 3Y | +134.9% | -61.5% | +196.4% | +117.3% |
| 5Y | +24.5% | -96.9% | +121.4% | +107.6% |
| All | +24.5% | -96.6% | +121.2% | +107.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling