-93.2%
PLUG vs SOXQ
+283.8%
-376.9%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.4% | -0.5% | -0.2% |
| 7D | -0.9% | +2.3% | -3.3% | -3.0% |
| 30D | +3.3% | -2.3% | +5.6% | +5.6% |
| 3M | -39.7% | -13.8% | -26.0% | -32.9% |
| 6M | -12.5% | +48.6% | -61.1% | -42.7% |
| YTD | +10.2% | +66.0% | -55.8% | -35.7% |
| 1Y | +50.7% | +107.9% | -57.2% | -29.4% |
| 3Y | -74.5% | +224.1% | -298.7% | -93.3% |
| 5Y | -91.8% | +256.6% | -348.4% | -97.9% |
| All | -93.2% | +283.8% | -376.9% | -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 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