+78.1%
QQQM vs PLUG
-97.5%
+175.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -10.5% | +9.3% | -0.2% |
| 7D | +3.6% | -23.4% | +27.1% | +6.2% |
| 30D | -6.7% | -23.4% | +16.7% | -4.5% |
| 3M | -7.0% | -51.7% | +44.7% | -0.7% |
| 6M | -4.6% | -72.0% | +67.4% | +6.5% |
| YTD | +11.1% | -43.7% | +54.7% | +14.7% |
| 1Y | +12.3% | -55.4% | +67.7% | +18.2% |
| 3Y | +83.6% | -68.0% | +151.6% | +77.3% |
| All | +78.1% | -97.5% | +175.6% | +156.4% |
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 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