+20.0%
PLUG vs MSI
+689.5%
-669.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +1.9% |
| 7D | +14.5% | +8.3% | +6.2% | +9.0% |
| 30D | -10.7% | +18.9% | -29.6% | -19.7% |
| 3M | -31.2% | +13.2% | -44.4% | -36.4% |
| 6M | -51.9% | +38.3% | -90.2% | -61.1% |
| YTD | -23.9% | +38.9% | -62.7% | -39.8% |
| 1Y | -43.4% | +36.7% | -80.1% | -54.9% |
| 3Y | -74.7% | +76.6% | -151.3% | -84.3% |
| 5Y | -96.3% | +124.5% | -220.8% | -98.1% |
| 10Y | +20.0% | +674.5% | -654.5% | -64.2% |
| All | +20.0% | +689.5% | -669.5% | -64.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling