+1,119.2%
QQQ vs PLUG
-99.1%
+1,218.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.0% | +8.3% | +0.1% |
| 7D | -1.5% | -3.2% | +1.7% | -1.3% |
| 30D | -10.2% | -18.7% | +8.6% | -8.6% |
| 3M | -6.3% | -35.3% | +29.0% | -2.9% |
| 6M | -4.9% | -56.2% | +51.3% | +1.4% |
| YTD | +10.2% | -30.7% | +40.9% | +11.6% |
| 1Y | +8.8% | -46.7% | +55.5% | +12.3% |
| 3Y | +81.4% | -61.3% | +142.7% | +74.6% |
| 5Y | +78.5% | -96.6% | +175.1% | +103.5% |
| 10Y | +523.8% | +1.1% | +522.7% | +369.8% |
| All | +1,119.2% | -99.1% | +1,218.3% | +756.3% |
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 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