-51.0%
PLUG vs Q
+66.4%
-117.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +6.3% | +1.1% | +4.6% |
| 7D | +5.8% | +0.3% | +5.6% | +5.9% |
| 30D | -18.5% | -9.8% | -8.7% | -14.9% |
| 3M | -30.0% | -12.2% | -17.7% | -26.3% |
| 6M | -56.2% | -21.6% | -34.6% | -52.4% |
| YTD | -26.4% | +43.6% | -70.0% | -37.5% |
| 1Y | -42.2% | +25.7% | -67.9% | -52.1% |
| All | -51.0% | +66.4% | -117.4% | -59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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