+469.3%
NDAQ vs PLUG
+25.0%
+444.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.4% | -2.2% | +1.1% |
| 7D | -0.1% | +14.5% | -14.6% | -0.8% |
| 30D | +15.9% | -10.7% | +26.6% | +16.4% |
| 3M | +15.1% | -31.2% | +46.3% | +17.1% |
| 6M | +22.9% | -51.9% | +74.8% | +26.7% |
| YTD | +12.8% | -23.9% | +36.7% | +12.6% |
| 1Y | +26.0% | -43.4% | +69.4% | +27.6% |
| 3Y | +119.7% | -74.7% | +194.4% | +117.8% |
| 5Y | +65.4% | -96.3% | +161.7% | +80.7% |
| 10Y | +469.3% | +20.0% | +449.3% | +384.3% |
| All | +469.3% | +25.0% | +444.3% | +384.3% |
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