+800.7%
MSCI vs PLUG
+9.2%
+791.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -9.0% | +10.6% | +2.3% |
| 7D | +2.7% | -3.2% | +5.9% | +2.8% |
| 30D | +16.2% | -18.7% | +35.0% | +17.9% |
| 3M | +17.1% | -35.3% | +52.4% | +20.7% |
| 6M | +13.0% | -56.2% | +69.3% | +19.4% |
| YTD | +15.8% | -30.7% | +46.5% | +16.1% |
| 1Y | +15.5% | -46.7% | +62.2% | +18.0% |
| 3Y | +32.3% | -61.3% | +93.6% | +24.9% |
| 5Y | +8.2% | -96.6% | +104.8% | +26.3% |
| 10Y | +800.7% | +1.1% | +799.6% | +625.1% |
| All | +800.7% | +9.2% | +791.5% | +625.1% |
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