-42.1%
PLUG vs MSI
+28.6%
-70.6%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.2% | +2.3% | +3.6% |
| 7D | +2.8% | +2.8% | 0.0% | +2.9% |
| 30D | -22.8% | +9.1% | -31.9% | -22.5% |
| 3M | -32.4% | +12.5% | -44.9% | -32.1% |
| 6M | -53.4% | +14.2% | -67.6% | -53.2% |
| YTD | -25.9% | +30.7% | -56.6% | -30.0% |
| 1Y | -42.1% | +27.5% | -69.6% | -33.8% |
| All | -42.1% | +28.6% | -70.6% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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