+50.7%
PLUG vs MSFU
-18.4%
+69.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.2% | +7.0% | +3.8% |
| 7D | -0.9% | -5.7% | +4.8% | +0.3% |
| 30D | +3.3% | +4.2% | -0.8% | +2.0% |
| 3M | -39.7% | +27.9% | -67.6% | -43.3% |
| 6M | -12.5% | +37.1% | -49.6% | -21.4% |
| YTD | +10.2% | -7.4% | +17.5% | +7.8% |
| 1Y | +50.7% | -19.6% | +70.3% | +62.8% |
| All | +50.7% | -18.4% | +69.1% | +62.8% |
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