-93.4%
PLUG vs SOXQ
+279.9%
-373.3%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.6% | -0.1% | -0.4% |
| 7D | 0.0% | +2.3% | -2.3% | -2.0% |
| 30D | -5.0% | -3.9% | -1.1% | -1.5% |
| 3M | -26.2% | -4.7% | -21.5% | -25.1% |
| 6M | -0.5% | +47.9% | -48.4% | -34.6% |
| YTD | +7.1% | +64.3% | -57.2% | -36.9% |
| 1Y | +46.5% | +95.7% | -49.2% | -27.2% |
| 3Y | -73.5% | +231.5% | -305.0% | -93.3% |
| 5Y | -91.3% | +255.0% | -346.3% | -97.8% |
| All | -93.4% | +279.9% | -373.3% | -98.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling