-42.1%
PLUG vs MSFU
-2.2%
-39.9%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +13.5% | -9.9% | +0.6% |
| 7D | +2.8% | +8.2% | -5.4% | +0.9% |
| 30D | -22.8% | +10.2% | -32.9% | -24.5% |
| 3M | -32.4% | +22.9% | -55.3% | -35.6% |
| 6M | -53.4% | +63.2% | -116.5% | -58.7% |
| YTD | -25.9% | +11.7% | -37.6% | -34.6% |
| 1Y | -42.1% | -3.5% | -38.6% | -48.7% |
| All | -42.1% | -2.2% | -39.9% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling