+12.3%
XLI vs PLUG
-44.1%
+56.4%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.5% | -4.6% | -1.3% |
| 7D | +0.6% | +2.8% | -2.2% | +0.4% |
| 30D | -0.4% | -22.8% | +22.4% | +0.9% |
| 3M | -8.8% | -32.4% | +23.6% | -7.1% |
| 6M | -0.4% | -53.4% | +53.0% | +2.8% |
| YTD | +10.1% | -25.9% | +36.0% | +9.9% |
| 1Y | +12.3% | -42.1% | +54.4% | +13.9% |
| All | +12.3% | -44.1% | +56.4% | +13.9% |
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