+2,586.3%
NDAQ vs PLUG
-98.3%
+2,684.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -7.5% | +4.9% | -2.0% |
| 7D | +1.2% | -4.9% | +6.1% | +1.5% |
| 30D | +15.8% | -27.4% | +43.2% | +18.6% |
| 3M | +13.4% | -35.7% | +49.1% | +17.0% |
| 6M | +20.9% | -59.3% | +80.2% | +28.4% |
| YTD | +11.1% | -31.5% | +42.6% | +11.8% |
| 1Y | +26.5% | -48.9% | +75.4% | +29.9% |
| 3Y | +121.5% | -79.6% | +201.1% | +121.3% |
| 5Y | +61.3% | -96.5% | +157.8% | +80.1% |
| 10Y | +480.0% | -4.9% | +484.9% | +313.4% |
| All | +2,586.3% | -98.3% | +2,684.6% | +1,824.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling