-42.1%
PLUG vs SOXQ
+45.5%
-87.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.1% | +6.7% | +5.6% |
| 7D | +2.8% | -12.1% | +14.9% | +11.8% |
| 30D | -22.8% | -22.0% | -0.7% | -9.0% |
| 3M | -32.4% | -15.6% | -16.8% | -24.5% |
| 6M | -53.4% | -2.4% | -51.0% | -53.7% |
| YTD | -25.9% | +45.4% | -71.3% | -45.1% |
| 1Y | -42.1% | +47.7% | -89.7% | -58.0% |
| All | -42.1% | +45.5% | -87.5% | -58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 1y: compounded portfolio wealth divided by compounded SOXQ 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…
1y analysis · Full analysis span regression · 6 months rolling