+244.8%
SOXX vs PLUG
-91.8%
+336.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.8% | 0.0% | -2.3% |
| 7D | +3.0% | 0.0% | +3.0% | +3.0% |
| 30D | -3.1% | -5.0% | +1.8% | -2.5% |
| 3M | -4.4% | -26.2% | +21.8% | 0.0% |
| 6M | +52.9% | -0.5% | +53.4% | +51.8% |
| YTD | +72.0% | +7.1% | +64.9% | +66.7% |
| 1Y | +105.1% | +46.5% | +58.6% | +83.6% |
| 3Y | +220.6% | -73.5% | +294.1% | +231.1% |
| 5Y | +244.8% | -91.3% | +336.1% | +332.8% |
| All | +244.8% | -91.8% | +336.6% | +332.8% |
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