+3,101.0%
MPC vs PLUG
-4.4%
+3,105.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | +0.1% |
| 7D | +5.4% | -0.9% | +6.4% | +5.5% |
| 30D | +31.0% | +3.3% | +27.6% | +30.6% |
| 3M | +46.0% | -39.7% | +85.7% | +49.8% |
| 6M | +77.3% | -12.5% | +89.8% | +77.1% |
| YTD | +141.9% | +10.2% | +131.8% | +137.4% |
| 1Y | +120.9% | +50.7% | +70.2% | +110.4% |
| 3Y | +182.7% | -74.5% | +257.2% | +180.4% |
| 5Y | +646.4% | -91.8% | +738.2% | +668.6% |
| 10Y | +1,138.7% | +43.7% | +1,095.0% | +950.3% |
| All | +3,101.0% | -4.4% | +3,105.4% | +3,075.5% |
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