+70.5%
NDAQ vs PLUG
-96.5%
+167.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -8.7% | +10.1% | +1.8% |
| 7D | +2.9% | -2.8% | +5.7% | +2.9% |
| 30D | +17.5% | -18.5% | +35.9% | +18.5% |
| 3M | +15.4% | -35.1% | +50.5% | +17.6% |
| 6M | +24.6% | -56.1% | +80.7% | +28.7% |
| YTD | +14.4% | -30.5% | +44.9% | +14.5% |
| 1Y | +26.9% | -46.5% | +73.4% | +28.6% |
| 3Y | +119.8% | -61.2% | +181.0% | +111.8% |
| 5Y | +70.5% | -96.6% | +167.1% | +111.0% |
| All | +70.5% | -96.5% | +167.0% | +111.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling