+119.8%
NDAQ vs PLUG
-63.1%
+182.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -9.0% | +10.4% | +1.5% |
| 7D | +2.9% | -3.2% | +6.0% | +2.9% |
| 30D | +17.5% | -18.7% | +36.2% | +17.8% |
| 3M | +15.4% | -35.3% | +50.8% | +16.2% |
| 6M | +24.6% | -56.2% | +80.9% | +26.1% |
| YTD | +14.4% | -30.7% | +45.1% | +14.3% |
| 1Y | +26.9% | -46.7% | +73.6% | +27.4% |
| 3Y | +119.8% | -61.3% | +181.2% | +117.1% |
| All | +119.8% | -63.1% | +182.9% | +117.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling