+131.4%
MKSI vs PLUG
+46.9%
+84.6%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.2% |
| 7D | +2.7% | -3.2% | +5.9% | +3.3% |
| 30D | -12.8% | -8.3% | -4.5% | -11.5% |
| 3M | -22.5% | -25.8% | +3.3% | -19.1% |
| 6M | +19.4% | -5.8% | +25.2% | +19.2% |
| YTD | +67.7% | +6.6% | +61.1% | +62.9% |
| 1Y | +131.4% | +39.1% | +92.3% | +123.7% |
| All | +131.4% | +46.9% | +84.6% | +123.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling