+12.2%
XBI vs PLUG
-67.2%
+79.4%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -9.2% | +5.9% | -1.4% |
| 7D | +1.9% | -8.5% | +10.4% | +3.6% |
| 30D | +3.0% | -20.8% | +23.8% | +7.1% |
| 3M | -5.1% | -46.1% | +40.9% | +3.4% |
| 6M | +12.2% | -65.3% | +77.5% | +23.2% |
| All | +12.2% | -67.2% | +79.4% | +23.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling