+35.0%
MKSI vs PLUG
-97.5%
+132.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -10.5% | +7.8% | -0.4% |
| 7D | +12.2% | -23.4% | +35.6% | +18.4% |
| 30D | -8.0% | -23.4% | +15.4% | -2.8% |
| 3M | -29.5% | -51.7% | +22.2% | -18.2% |
| 6M | -31.9% | -72.0% | +40.0% | -12.4% |
| YTD | +35.3% | -43.7% | +79.0% | +46.8% |
| 1Y | +50.3% | -55.4% | +105.7% | +69.9% |
| 3Y | +216.4% | -68.0% | +284.4% | +211.9% |
| All | +35.0% | -97.5% | +132.4% | +132.8% |
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