+869.9%
XBI vs PLUG
-98.0%
+967.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -10.5% | +10.1% | +0.6% |
| 7D | -1.1% | -23.4% | +22.4% | +1.5% |
| 30D | +2.6% | -23.4% | +26.0% | +5.3% |
| 3M | -4.0% | -51.7% | +47.7% | +3.1% |
| 6M | +10.9% | -72.0% | +82.9% | +25.1% |
| YTD | +23.6% | -43.7% | +67.2% | +27.8% |
| 1Y | +35.1% | -55.4% | +90.5% | +42.6% |
| 3Y | +125.2% | -68.0% | +193.2% | +120.7% |
| 5Y | +19.7% | -97.4% | +117.2% | +44.3% |
| 10Y | +130.6% | -24.5% | +155.1% | +89.8% |
| All | +869.9% | -98.0% | +967.9% | +664.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling