+2,327.9%
NDAQ vs PLUG
-97.3%
+2,425.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.8% | -4.7% | -2.1% |
| 7D | -2.4% | -0.9% | -1.5% | -2.4% |
| 30D | +2.5% | +3.3% | -0.9% | +2.1% |
| 3M | +9.9% | -39.7% | +49.6% | +13.9% |
| 6M | +9.4% | -12.5% | +21.9% | +9.1% |
| YTD | +0.4% | +10.2% | -9.7% | -2.4% |
| 1Y | +4.0% | +50.7% | -46.7% | -3.3% |
| 3Y | +94.4% | -74.5% | +168.9% | +91.1% |
| 5Y | +56.7% | -91.8% | +148.5% | +62.9% |
| 10Y | +375.3% | +43.7% | +331.6% | +228.3% |
| All | +2,327.9% | -97.3% | +2,425.2% | +1,578.5% |
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