-51.6%
PLUG vs QSR
+210.7%
-262.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.2% | +3.7% | +3.6% |
| 7D | +14.5% | +3.9% | +10.6% | +11.7% |
| 30D | -10.7% | +9.3% | -20.0% | -15.9% |
| 3M | -31.2% | +5.9% | -37.0% | -34.1% |
| 6M | -51.9% | -1.0% | -50.9% | -52.8% |
| YTD | -23.9% | +16.7% | -40.6% | -33.4% |
| 1Y | -43.4% | +18.6% | -62.0% | -51.1% |
| 3Y | -74.7% | +25.4% | -100.1% | -79.0% |
| 5Y | -96.3% | +59.0% | -155.3% | -97.3% |
| 10Y | +20.0% | +130.4% | -110.4% | -32.5% |
| All | -51.6% | +210.7% | -262.3% | -76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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