+2,593.6%
NDAQ vs PLUG
-98.2%
+2,691.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +7.4% | -7.1% | -0.3% |
| 7D | +0.8% | +5.8% | -5.0% | +0.3% |
| 30D | +16.5% | -18.5% | +35.1% | +18.2% |
| 3M | +13.5% | -30.0% | +43.4% | +16.3% |
| 6M | +20.9% | -56.2% | +77.1% | +27.7% |
| YTD | +11.4% | -26.4% | +37.8% | +11.5% |
| 1Y | +25.9% | -42.2% | +68.2% | +28.1% |
| 3Y | +119.9% | -76.8% | +196.7% | +117.3% |
| 5Y | +61.7% | -96.2% | +158.0% | +79.5% |
| 10Y | +481.6% | +2.1% | +479.5% | +312.1% |
| All | +2,593.6% | -98.2% | +2,691.8% | +1,818.0% |
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