+1,076.8%
MCHP vs PLUG
-99.1%
+1,176.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.7% | +3.7% | +3.1% |
| 7D | -17.5% | -6.8% | -10.7% | -16.9% |
| 30D | -15.8% | -16.0% | +0.2% | -14.3% |
| 3M | -22.9% | -38.7% | +15.9% | -18.7% |
| 6M | -36.6% | -61.4% | +24.8% | -29.8% |
| YTD | -0.8% | -31.0% | +30.1% | +1.1% |
| 1Y | +16.5% | -46.2% | +62.8% | +21.9% |
| 3Y | -13.6% | -61.5% | +47.9% | -15.9% |
| 5Y | -17.0% | -96.9% | +79.9% | +0.5% |
| 10Y | +137.7% | -7.5% | +145.2% | +82.8% |
| All | +1,076.8% | -99.1% | +1,176.0% | +757.9% |
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