+320.4%
MTSI vs PLUG
-91.8%
+412.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.8% | +0.6% | +3.1% |
| 7D | +1.4% | -0.9% | +2.3% | +1.5% |
| 30D | +2.1% | +3.3% | -1.2% | +1.6% |
| 3M | -29.7% | -39.7% | +10.0% | -24.8% |
| 6M | +12.5% | -12.5% | +25.0% | +13.7% |
| YTD | +57.0% | +10.2% | +46.9% | +51.7% |
| 1Y | +103.9% | +50.7% | +53.2% | +83.5% |
| 3Y | +223.6% | -74.5% | +298.1% | +240.0% |
| All | +320.4% | -91.8% | +412.2% | +450.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling