+17.2%
XLI vs PLUG
+45.6%
-28.4%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | +0.3% |
| 7D | -1.1% | -0.9% | -0.1% | -1.0% |
| 30D | -5.9% | +3.3% | -9.3% | -6.1% |
| 3M | -0.3% | -39.7% | +39.5% | +1.3% |
| 6M | +0.1% | -12.5% | +12.6% | -0.1% |
| YTD | +13.6% | +10.2% | +3.4% | +12.4% |
| 1Y | +17.2% | +50.7% | -33.5% | +17.4% |
| All | +17.2% | +45.6% | -28.4% | +17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling