+1,444.7%
MKSI vs PLUG
-98.6%
+1,543.3%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.1% | -2.2% | +1.4% |
| 7D | +7.7% | +8.1% | -0.4% | +6.6% |
| 30D | -12.9% | +3.7% | -16.5% | -13.3% |
| 3M | -14.8% | -29.2% | +14.3% | -10.8% |
| 6M | +26.6% | +6.1% | +20.5% | +24.6% |
| YTD | +66.6% | +14.7% | +51.9% | +60.2% |
| 1Y | +144.6% | +56.9% | +87.6% | +121.0% |
| 3Y | +193.1% | -71.6% | +264.8% | +192.6% |
| 5Y | +88.6% | -91.0% | +179.6% | +109.3% |
| 10Y | +490.9% | +55.9% | +435.0% | +315.7% |
| All | +1,444.7% | -98.6% | +1,543.3% | +955.6% |
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