+2,802.7%
TQQQ vs PLUG
+54.0%
+2,748.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.5% | -2.5% |
| 7D | -3.9% | 0.0% | -3.9% | -4.0% |
| 30D | -5.3% | -5.0% | -0.3% | -4.0% |
| 3M | +0.1% | -26.2% | +26.4% | +8.7% |
| 6M | +40.7% | -0.5% | +41.1% | +38.4% |
| YTD | +31.8% | +7.1% | +24.7% | +24.0% |
| 1Y | +48.2% | +46.5% | +1.7% | +20.1% |
| 3Y | +253.6% | -73.5% | +327.1% | +246.5% |
| 5Y | +99.6% | -91.3% | +190.9% | +176.3% |
| All | +2,802.7% | +54.0% | +2,748.7% | +1,860.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling