+517.9%
QQQ vs PLUG
+25.0%
+492.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.4% | +0.1% | +3.2% |
| 7D | -0.3% | +14.5% | -14.8% | -1.5% |
| 30D | -9.6% | -10.7% | +1.1% | -8.7% |
| 3M | -5.9% | -31.2% | +25.2% | -2.9% |
| 6M | -4.3% | -51.9% | +47.6% | +1.6% |
| YTD | +11.0% | -23.9% | +34.8% | +11.5% |
| 1Y | +11.9% | -43.4% | +55.3% | +15.1% |
| 3Y | +86.7% | -74.7% | +161.4% | +85.2% |
| 5Y | +77.1% | -96.3% | +173.4% | +106.0% |
| 10Y | +517.9% | +20.0% | +497.9% | +414.7% |
| All | +517.9% | +25.0% | +492.9% | +414.7% |
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 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