+127.1%
XRT vs PLUG
+43.7%
+83.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.9% | +0.7% |
| 7D | +0.8% | -0.9% | +1.7% | +0.9% |
| 30D | -4.2% | +3.3% | -7.5% | -4.7% |
| 3M | +5.1% | -39.7% | +44.8% | +10.7% |
| 6M | +2.4% | -12.5% | +14.9% | +2.0% |
| YTD | +3.2% | +10.2% | -7.0% | -1.1% |
| 1Y | +1.5% | +50.7% | -49.2% | -8.9% |
| 3Y | +40.6% | -74.5% | +115.1% | +39.6% |
| 5Y | -1.0% | -91.8% | +90.8% | +8.8% |
| All | +127.1% | +43.7% | +83.4% | +79.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling