+10.8%
XLI vs PLUG
-48.8%
+59.6%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.4% | +0.4% | +3.6% |
| 7D | -0.5% | +14.5% | -15.0% | -1.2% |
| 30D | -0.2% | -10.7% | +10.5% | +0.3% |
| 3M | -8.6% | -31.2% | +22.6% | -6.9% |
| 6M | -2.0% | -51.9% | +49.9% | +1.0% |
| YTD | +9.7% | -23.9% | +33.6% | +9.3% |
| All | +10.8% | -48.8% | +59.6% | +12.3% |
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