-96.5%
PLUG vs SOXQ
+231.9%
-328.4%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -3.5% | -7.0% | -7.4% |
| 7D | -23.4% | +8.2% | -31.6% | -28.7% |
| 30D | -23.4% | -13.2% | -10.3% | -14.1% |
| 3M | -51.7% | -18.5% | -33.2% | -42.8% |
| 6M | -72.0% | -15.4% | -56.5% | -69.1% |
| YTD | -43.7% | +43.6% | -87.2% | -63.0% |
| 1Y | -55.4% | +49.2% | -104.7% | -72.1% |
| 3Y | -68.0% | +190.2% | -258.2% | -90.7% |
| 5Y | -97.4% | +178.2% | -275.6% | -99.2% |
| All | -96.5% | +231.9% | -328.4% | -99.1% |
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