+62.6%
NDAQ vs PLUG
-96.4%
+159.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +7.4% | -7.1% | -0.1% |
| 7D | +0.8% | +5.8% | -5.0% | +0.5% |
| 30D | +16.5% | -18.5% | +35.1% | +17.5% |
| 3M | +13.5% | -30.0% | +43.4% | +15.2% |
| 6M | +20.9% | -56.2% | +77.1% | +25.0% |
| YTD | +11.4% | -26.4% | +37.8% | +11.2% |
| 1Y | +25.9% | -42.2% | +68.2% | +27.1% |
| 3Y | +119.9% | -76.8% | +196.7% | +121.9% |
| All | +62.6% | -96.4% | +159.0% | +101.3% |
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