+119.9%
NDAQ vs PLUG
-78.4%
+198.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +7.4% | -7.1% | +0.2% |
| 7D | +0.8% | +5.8% | -5.0% | +0.8% |
| 30D | +16.5% | -18.5% | +35.1% | +16.8% |
| 3M | +13.5% | -30.0% | +43.4% | +14.0% |
| 6M | +20.9% | -56.2% | +77.1% | +22.2% |
| YTD | +11.4% | -26.4% | +37.8% | +11.2% |
| 1Y | +25.9% | -42.2% | +68.2% | +26.2% |
| 3Y | +119.9% | -76.8% | +196.7% | +117.4% |
| All | +119.9% | -78.4% | +198.2% | +117.4% |
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