+1,197.7%
QQQ vs PLUG
-98.6%
+1,296.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.7% | -0.1% |
| 7D | +0.4% | -0.9% | +1.3% | +0.4% |
| 30D | +0.2% | +3.3% | -3.1% | -0.1% |
| 3M | -2.8% | -39.7% | +36.9% | +1.3% |
| 6M | +18.0% | -12.5% | +30.5% | +18.1% |
| YTD | +17.3% | +10.2% | +7.2% | +14.2% |
| 1Y | +25.6% | +50.7% | -25.1% | +16.7% |
| 3Y | +93.7% | -74.5% | +168.2% | +91.4% |
| 5Y | +94.2% | -91.8% | +185.9% | +104.6% |
| 10Y | +557.9% | +43.7% | +514.1% | +379.7% |
| All | +1,197.7% | -98.6% | +1,296.3% | +776.6% |
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