+847.5%
MSCI vs PLUG
-25.0%
+872.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -10.5% | +11.8% | +2.2% |
| 7D | +3.0% | -23.4% | +26.4% | +5.1% |
| 30D | +17.8% | -23.4% | +41.2% | +20.0% |
| 3M | +15.2% | -51.7% | +66.9% | +21.5% |
| 6M | +16.5% | -72.0% | +88.5% | +27.7% |
| YTD | +16.4% | -43.7% | +60.0% | +18.5% |
| 1Y | +16.8% | -55.4% | +72.2% | +21.0% |
| 3Y | +35.8% | -68.0% | +103.8% | +29.9% |
| 5Y | +7.0% | -97.4% | +104.4% | +27.8% |
| All | +847.5% | -25.0% | +872.5% | +688.0% |
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