+7,256.1%
QLD vs PLUG
-97.2%
+7,353.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -7.5% | -5.2% | -11.6% |
| 7D | -18.6% | -4.9% | -13.6% | -17.8% |
| 30D | -28.3% | -27.4% | -0.9% | -24.6% |
| 3M | -20.4% | -35.7% | +15.3% | -14.8% |
| 6M | -14.3% | -59.3% | +45.1% | -2.2% |
| YTD | +2.8% | -31.5% | +34.2% | +6.0% |
| 1Y | -1.2% | -48.9% | +47.6% | +6.0% |
| 3Y | +135.3% | -79.6% | +214.9% | +141.6% |
| 5Y | +62.6% | -96.5% | +159.1% | +112.4% |
| 10Y | +1,384.3% | -4.9% | +1,389.2% | +940.5% |
| All | +7,256.1% | -97.2% | +7,353.4% | +4,977.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling