+101.7%
TQQQ vs PLUG
-91.4%
+193.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.0% | +3.1% | +0.3% |
| 7D | +2.8% | +3.8% | -1.0% | +1.7% |
| 30D | -3.0% | +2.8% | -5.9% | -3.9% |
| 3M | -2.7% | -25.4% | +22.7% | +5.5% |
| 6M | +45.4% | -0.5% | +45.9% | +43.0% |
| YTD | +36.3% | +10.2% | +26.1% | +26.9% |
| 1Y | +53.4% | +53.9% | -0.5% | +20.8% |
| 3Y | +265.6% | -72.7% | +338.3% | +277.8% |
| 5Y | +101.7% | -91.4% | +193.1% | +278.2% |
| All | +101.7% | -91.4% | +193.1% | +278.2% |
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