-91.0%
PLUG vs SOXQ
+265.0%
-356.0%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.3% | +2.8% | +3.0% |
| 7D | +8.1% | +5.3% | +2.8% | +3.2% |
| 30D | +3.7% | -3.7% | +7.4% | +7.3% |
| 3M | -29.2% | -7.8% | -21.3% | -25.7% |
| 6M | +6.1% | +58.4% | -52.3% | -35.0% |
| YTD | +14.7% | +68.1% | -53.4% | -34.1% |
| 1Y | +56.9% | +105.4% | -48.4% | -26.0% |
| 3Y | -71.6% | +239.2% | -310.8% | -93.1% |
| 5Y | -91.0% | +266.9% | -358.0% | -97.8% |
| All | -91.0% | +265.0% | -356.0% | -97.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling