+2,781.3%
MSCI vs PLUG
-96.2%
+2,877.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -7.5% | +4.8% | -2.2% |
| 7D | +6.0% | -4.9% | +11.0% | +6.4% |
| 30D | +18.2% | -27.4% | +45.6% | +21.0% |
| 3M | +15.1% | -35.7% | +50.8% | +18.7% |
| 6M | +13.7% | -59.3% | +73.1% | +20.6% |
| YTD | +15.6% | -31.5% | +47.1% | +16.2% |
| 1Y | +16.3% | -48.9% | +65.2% | +19.3% |
| 3Y | +36.9% | -79.6% | +116.5% | +36.7% |
| 5Y | +6.3% | -96.5% | +102.8% | +19.2% |
| 10Y | +823.0% | -4.9% | +827.9% | +620.6% |
| All | +2,781.3% | -96.2% | +2,877.5% | +1,934.0% |
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 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