+191.2%
MKSI vs PLUG
-73.7%
+264.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.4% | -1.9% |
| 7D | +4.9% | 0.0% | +4.9% | +4.9% |
| 30D | -11.0% | -5.0% | -6.0% | -10.3% |
| 3M | -17.1% | -26.2% | +9.1% | -13.1% |
| 6M | +16.4% | -0.5% | +16.9% | +15.3% |
| YTD | +64.3% | +7.1% | +57.2% | +58.7% |
| 1Y | +137.7% | +46.5% | +91.2% | +114.4% |
| All | +191.2% | -73.7% | +264.9% | +173.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling