+43.8%
QLD vs PLUG
+45.6%
-1.8%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | 0.0% |
| 7D | +0.6% | -0.9% | +1.5% | +0.7% |
| 30D | -0.1% | +3.3% | -3.5% | -0.6% |
| 3M | -8.4% | -39.7% | +31.4% | -3.6% |
| 6M | +32.2% | -12.5% | +44.7% | +33.3% |
| YTD | +28.9% | +10.2% | +18.7% | +27.3% |
| 1Y | +43.8% | +50.7% | -6.9% | +44.3% |
| All | +43.8% | +45.6% | -1.8% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 1y: compounded portfolio wealth divided by compounded PLUG 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…
1y analysis · Full analysis span regression · 6 months rolling