+2,538.2%
MUU vs PLUG
+11.9%
+2,526.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.1% | -7.2% | -4.5% |
| 7D | +13.9% | +8.1% | +5.8% | +10.8% |
| 30D | +24.8% | +3.7% | +21.1% | +23.4% |
| 3M | -15.7% | -29.2% | +13.4% | -4.2% |
| 6M | +338.9% | +6.1% | +332.8% | +356.5% |
| YTD | +563.2% | +14.7% | +548.4% | +564.6% |
| 1Y | +2,577.5% | +56.9% | +2,520.6% | +2,291.9% |
| All | +2,538.2% | +11.9% | +2,526.4% | +2,494.5% |
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