+66.2%
NDAQ vs PLUG
-97.5%
+163.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -10.5% | +10.3% | +0.3% |
| 7D | +1.3% | -23.4% | +24.7% | +2.5% |
| 30D | +18.0% | -23.4% | +41.4% | +19.3% |
| 3M | +11.5% | -51.7% | +63.3% | +15.1% |
| 6M | +21.1% | -72.0% | +93.1% | +27.9% |
| YTD | +12.8% | -43.7% | +56.5% | +14.0% |
| 1Y | +25.7% | -55.4% | +81.1% | +28.4% |
| 3Y | +116.8% | -68.0% | +184.8% | +110.4% |
| All | +66.2% | -97.5% | +163.7% | +114.9% |
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