+785.4%
MSCI vs PLUG
+6.6%
+778.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +7.4% | -9.7% | -2.9% |
| 7D | +2.8% | +5.8% | -3.0% | +2.3% |
| 30D | +15.4% | -18.5% | +34.0% | +17.1% |
| 3M | +13.4% | -30.0% | +43.4% | +16.2% |
| 6M | +10.9% | -56.2% | +67.1% | +17.2% |
| YTD | +13.0% | -26.4% | +39.4% | +12.8% |
| 1Y | +12.0% | -42.2% | +54.3% | +13.8% |
| 3Y | +34.1% | -76.8% | +110.9% | +32.9% |
| 5Y | +3.9% | -96.2% | +100.1% | +20.2% |
| All | +785.4% | +6.6% | +778.8% | +616.0% |
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