+25.6%
QQQ vs PLUG
+45.6%
-20.0%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.7% | 0.0% |
| 7D | +0.4% | -0.9% | +1.3% | +0.4% |
| 30D | +0.2% | +3.3% | -3.1% | 0.0% |
| 3M | -2.8% | -39.7% | +36.9% | -0.5% |
| 6M | +18.0% | -12.5% | +30.5% | +18.3% |
| YTD | +17.3% | +10.2% | +7.2% | +16.4% |
| 1Y | +25.6% | +50.7% | -25.1% | +25.5% |
| All | +25.6% | +45.6% | -20.0% | +25.5% |
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