+83.6%
QQQM vs PLUG
-66.9%
+150.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -10.5% | +9.3% | -0.6% |
| 7D | +3.6% | -23.4% | +27.1% | +5.2% |
| 30D | -6.7% | -23.4% | +16.7% | -5.3% |
| 3M | -7.0% | -51.7% | +44.7% | -3.2% |
| 6M | -4.6% | -72.0% | +67.4% | +1.7% |
| YTD | +11.1% | -43.7% | +54.7% | +13.8% |
| 1Y | +12.3% | -55.4% | +67.7% | +16.1% |
| 3Y | +83.6% | -68.0% | +151.6% | +82.3% |
| All | +83.6% | -66.9% | +150.5% | +82.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling