-15.1%
SOXX vs PLUG
-69.2%
+54.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -10.5% | +6.8% | +1.4% |
| 7D | +9.4% | -23.4% | +32.8% | +23.6% |
| 30D | -13.8% | -23.4% | +9.7% | -2.4% |
| 3M | -18.6% | -51.7% | +33.1% | +13.6% |
| 6M | -15.1% | -72.0% | +56.8% | +37.4% |
| All | -15.1% | -69.2% | +54.0% | +37.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling