-46.2%
PLUG vs MSFU
-12.2%
-34.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.8% | +4.0% | +0.4% |
| 7D | -6.8% | -12.7% | +5.8% | -3.7% |
| 30D | -16.0% | -9.0% | -7.1% | -14.2% |
| 3M | -38.7% | +2.9% | -41.7% | -39.1% |
| 6M | -61.4% | +43.5% | -104.9% | -64.7% |
| YTD | -31.0% | -2.4% | -28.5% | -37.0% |
| 1Y | -46.2% | -13.5% | -32.8% | -51.1% |
| All | -46.2% | -12.2% | -34.0% | -51.1% |
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