+1,418.0%
QLD vs PLUG
+25.0%
+1,393.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +3.4% | +3.4% | +6.2% |
| 7D | -1.4% | +14.5% | -15.9% | -3.8% |
| 30D | -19.6% | -10.7% | -8.9% | -17.8% |
| 3M | -14.1% | -31.2% | +17.1% | -8.2% |
| 6M | -13.6% | -51.9% | +38.3% | -2.2% |
| YTD | +12.5% | -23.9% | +36.4% | +14.4% |
| 1Y | +13.1% | -43.4% | +56.5% | +20.5% |
| 3Y | +154.7% | -74.7% | +229.4% | +151.4% |
| 5Y | +81.1% | -96.3% | +177.4% | +155.5% |
| 10Y | +1,418.0% | +20.0% | +1,398.0% | +1,037.3% |
| All | +1,418.0% | +25.0% | +1,393.0% | +1,037.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling