+58.6%
QQQI vs PLUG
-39.1%
+97.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.1% | -4.2% | -0.3% |
| 7D | +1.3% | +8.1% | -6.8% | +0.9% |
| 30D | +0.2% | +3.7% | -3.5% | 0.0% |
| 3M | +1.5% | -29.2% | +30.6% | +2.9% |
| 6M | +13.2% | +6.1% | +7.1% | +12.5% |
| YTD | +11.6% | +14.7% | -3.1% | +10.1% |
| 1Y | +18.0% | +56.9% | -39.0% | +13.9% |
| All | +58.6% | -39.1% | +97.7% | +51.5% |
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 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