+58.4%
PLUG vs MDY
+170.4%
-112.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.9% | -2.3% |
| 7D | +3.8% | -0.8% | +4.6% | +5.1% |
| 30D | +2.8% | -3.9% | +6.7% | +9.8% |
| 3M | -25.4% | 0.0% | -25.4% | -25.0% |
| 6M | -0.5% | +8.5% | -9.0% | -12.5% |
| YTD | +10.2% | +13.2% | -3.1% | -9.1% |
| 1Y | +53.9% | +15.0% | +38.9% | +25.8% |
| 3Y | -72.7% | +49.6% | -122.3% | -84.8% |
| 5Y | -91.4% | +46.0% | -137.4% | -94.4% |
| 10Y | +58.4% | +176.4% | -118.0% | -41.4% |
| All | +58.4% | +170.4% | -112.1% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling