+2,557.3%
SOXX vs PLUG
-98.8%
+2,656.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.1% | -2.5% | +1.2% |
| 7D | +5.6% | +8.1% | -2.5% | +4.7% |
| 30D | -2.7% | +3.7% | -6.4% | -3.2% |
| 3M | -7.5% | -29.2% | +21.7% | -3.9% |
| 6M | +63.5% | +6.1% | +57.4% | +61.4% |
| YTD | +75.7% | +14.7% | +60.9% | +70.2% |
| 1Y | +113.3% | +56.9% | +56.4% | +95.6% |
| 3Y | +227.4% | -71.6% | +299.0% | +223.3% |
| 5Y | +256.2% | -91.0% | +347.2% | +284.1% |
| 10Y | +1,512.5% | +55.9% | +1,456.6% | +1,069.2% |
| All | +2,557.3% | -98.8% | +2,656.0% | +1,760.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling