+1,208.8%
MTSI vs PLUG
+22.6%
+1,186.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.8% | +0.6% | +3.2% |
| 7D | +1.4% | -0.9% | +2.3% | +1.5% |
| 30D | +2.1% | +3.3% | -1.2% | +1.7% |
| 3M | -29.7% | -39.7% | +10.0% | -26.0% |
| 6M | +12.5% | -12.5% | +25.0% | +13.4% |
| YTD | +57.0% | +10.2% | +46.9% | +53.0% |
| 1Y | +103.9% | +50.7% | +53.2% | +89.0% |
| 3Y | +223.6% | -74.5% | +298.1% | +223.3% |
| 5Y | +321.6% | -91.8% | +413.3% | +356.1% |
| 10Y | +517.7% | +43.7% | +474.0% | +431.9% |
| All | +1,208.8% | +22.6% | +1,186.2% | +1,239.1% |
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 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