+479.7%
NDAQ vs PLUG
-2.5%
+482.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.3% |
| 7D | 0.0% | -7.2% | +7.2% | +0.3% |
| 30D | +16.3% | -16.4% | +32.7% | +17.2% |
| 3M | +15.8% | -39.0% | +54.8% | +18.5% |
| 6M | +24.8% | -61.5% | +86.3% | +30.3% |
| YTD | +14.1% | -31.2% | +45.3% | +14.4% |
| 1Y | +26.5% | -46.4% | +73.0% | +28.4% |
| 3Y | +119.1% | -61.6% | +180.8% | +112.3% |
| 5Y | +70.9% | -96.9% | +167.8% | +88.5% |
| 10Y | +479.7% | -7.8% | +487.5% | +405.8% |
| All | +479.7% | -2.5% | +482.2% | +405.8% |
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