+96.6%
QQQM vs PLUG
-72.4%
+169.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.1% | -4.3% | -0.3% |
| 7D | +1.5% | +8.1% | -6.6% | +1.1% |
| 30D | -0.7% | +3.7% | -4.3% | -0.9% |
| 3M | +0.4% | -29.2% | +29.6% | +1.9% |
| 6M | +20.1% | +6.1% | +14.0% | +19.2% |
| YTD | +17.2% | +14.7% | +2.5% | +15.6% |
| 1Y | +24.7% | +56.9% | -32.2% | +20.3% |
| 3Y | +96.6% | -71.6% | +168.2% | +92.4% |
| All | +96.6% | -72.4% | +169.0% | +92.4% |
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