+37.2%
MSCI vs PLUG
-79.9%
+117.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -7.5% | +4.8% | -2.6% |
| 7D | +6.0% | -4.9% | +11.0% | +6.1% |
| 30D | +18.2% | -27.4% | +45.6% | +18.6% |
| 3M | +15.1% | -35.7% | +50.8% | +15.6% |
| 6M | +13.7% | -59.3% | +73.1% | +14.8% |
| YTD | +15.6% | -31.5% | +47.1% | +15.5% |
| 1Y | +16.3% | -48.9% | +65.2% | +16.7% |
| All | +37.2% | -79.9% | +117.1% | +36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling