+113.9%
SOXX vs PLUG
+45.6%
+68.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.8% | +0.7% | +3.1% |
| 7D | +2.2% | -0.9% | +3.1% | +2.4% |
| 30D | -2.0% | +3.3% | -5.4% | -2.6% |
| 3M | -13.7% | -39.7% | +26.0% | -8.7% |
| 6M | +52.4% | -12.5% | +64.9% | +54.6% |
| YTD | +72.8% | +10.2% | +62.7% | +71.6% |
| 1Y | +113.9% | +50.7% | +63.2% | +113.9% |
| All | +113.9% | +45.6% | +68.3% | +113.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling