+638.0%
XYZ vs PLUG
+25.0%
+613.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.4% | +0.2% | +2.9% |
| 7D | +14.9% | +14.5% | +0.4% | +11.7% |
| 30D | +14.7% | -10.7% | +25.4% | +17.1% |
| 3M | +12.1% | -31.2% | +43.3% | +20.4% |
| 6M | +18.3% | -51.9% | +70.2% | +34.4% |
| YTD | +36.1% | -23.9% | +59.9% | +36.1% |
| 1Y | +35.3% | -43.4% | +78.7% | +42.8% |
| 3Y | +73.5% | -74.7% | +148.2% | +66.8% |
| 5Y | -61.6% | -96.3% | +34.7% | -42.3% |
| 10Y | +638.0% | +20.0% | +618.0% | +564.6% |
| All | +638.0% | +25.0% | +613.0% | +564.6% |
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