+95.2%
QQQM vs PLUG
-91.4%
+186.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.7% | +0.1% |
| 7D | +1.0% | +3.8% | -2.8% | +0.6% |
| 30D | -0.6% | +2.8% | -3.5% | -1.0% |
| 3M | +1.3% | -25.4% | +26.7% | +3.8% |
| 6M | +18.2% | -0.5% | +18.6% | +17.0% |
| YTD | +16.9% | +10.2% | +6.8% | +13.7% |
| 1Y | +24.0% | +53.9% | -29.9% | +14.2% |
| 3Y | +96.0% | -72.7% | +168.8% | +99.8% |
| 5Y | +95.2% | -91.4% | +186.6% | +131.1% |
| All | +95.2% | -91.4% | +186.6% | +131.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling