+16.9%
QQQI vs PLUG
+46.9%
-30.0%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +0.9% |
| 7D | -0.3% | -3.2% | +2.9% | -0.2% |
| 30D | -0.3% | -8.3% | +8.0% | +0.1% |
| 3M | +1.3% | -25.8% | +27.1% | +2.6% |
| 6M | +11.5% | -5.8% | +17.3% | +11.5% |
| YTD | +11.3% | +6.6% | +4.7% | +10.6% |
| 1Y | +16.9% | +39.1% | -22.2% | +17.8% |
| All | +16.9% | +46.9% | -30.0% | +17.8% |
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