+83.0%
MMM vs PLUG
+25.0%
+58.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.4% | -1.6% | +1.7% |
| 7D | +5.8% | +14.5% | -8.7% | +5.0% |
| 30D | +17.9% | -10.7% | +28.6% | +18.5% |
| 3M | +3.6% | -31.2% | +34.8% | +5.4% |
| 6M | +32.9% | -51.9% | +84.8% | +37.2% |
| YTD | +19.5% | -23.9% | +43.3% | +19.5% |
| 1Y | +16.5% | -43.4% | +59.9% | +18.2% |
| 3Y | +167.2% | -74.7% | +241.9% | +164.6% |
| 5Y | +48.2% | -96.3% | +144.5% | +58.7% |
| 10Y | +83.0% | +20.0% | +63.0% | +50.6% |
| All | +83.0% | +25.0% | +58.0% | +50.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling