-96.1%
PLUG vs SOXQ
+243.8%
-339.9%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.6% | -8.3% | -8.3% |
| 7D | -8.1% | +16.4% | -24.6% | -20.0% |
| 30D | -20.5% | -13.9% | -6.6% | -10.2% |
| 3M | -45.9% | -15.1% | -30.7% | -38.2% |
| 6M | -65.2% | -10.2% | -55.0% | -63.6% |
| YTD | -37.1% | +48.7% | -85.8% | -60.1% |
| 1Y | -54.6% | +48.9% | -103.5% | -71.4% |
| 3Y | -64.9% | +197.4% | -262.3% | -90.0% |
| 5Y | -97.1% | +188.2% | -285.3% | -99.2% |
| All | -96.1% | +243.8% | -339.9% | -99.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling