+58.5%
TQQQ vs PLUG
-96.6%
+155.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.7% | +7.6% | +7.1% |
| 7D | -2.9% | -6.8% | +4.0% | -0.6% |
| 30D | -24.1% | -16.0% | -8.0% | -19.9% |
| 3M | -17.1% | -38.7% | +21.6% | -4.6% |
| 6M | -21.1% | -61.4% | +40.2% | +2.4% |
| YTD | +15.3% | -31.0% | +46.3% | +22.8% |
| 1Y | +8.9% | -46.2% | +55.2% | +23.2% |
| 3Y | +206.3% | -61.5% | +267.8% | +162.9% |
| 5Y | +58.5% | -96.9% | +155.4% | +419.0% |
| All | +58.5% | -96.6% | +155.1% | +419.0% |
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 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