-71.6%
PLUG vs SOXQ
+237.4%
-309.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.3% | +2.8% | +3.2% |
| 7D | +8.1% | +5.3% | +2.8% | +4.2% |
| 30D | +3.7% | -3.7% | +7.4% | +6.6% |
| 3M | -29.2% | -7.8% | -21.3% | -26.1% |
| 6M | +6.1% | +58.4% | -52.3% | -26.9% |
| YTD | +14.7% | +68.1% | -53.4% | -24.8% |
| 1Y | +56.9% | +105.4% | -48.4% | -11.0% |
| 3Y | -71.6% | +239.2% | -310.8% | -88.2% |
| All | -71.6% | +237.4% | -309.0% | -88.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling