+19.4%
XLK vs PLUG
-58.9%
+78.3%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -10.5% | +8.5% | -0.4% |
| 7D | +3.4% | -23.4% | +26.8% | +7.5% |
| 30D | -10.6% | -23.4% | +12.9% | -7.1% |
| 3M | -10.6% | -51.7% | +41.1% | -1.5% |
| 6M | -3.5% | -72.0% | +68.5% | +11.2% |
| YTD | +18.7% | -43.7% | +62.4% | +28.7% |
| 1Y | +19.4% | -55.4% | +74.9% | +30.5% |
| All | +19.4% | -58.9% | +78.3% | +30.5% |
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