+15.1%
PLUG vs MSI
+676.2%
-661.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.5% | +7.9% | +7.7% |
| 7D | +5.8% | +4.7% | +1.2% | +2.8% |
| 30D | -18.5% | +14.8% | -33.3% | -25.2% |
| 3M | -30.0% | +8.8% | -38.8% | -33.8% |
| 6M | -56.2% | +19.3% | -75.5% | -61.4% |
| YTD | -26.4% | +35.3% | -61.7% | -41.0% |
| 1Y | -42.2% | +33.8% | -76.0% | -53.4% |
| 3Y | -76.8% | +74.4% | -151.3% | -85.6% |
| 5Y | -96.2% | +120.5% | -216.7% | -98.0% |
| All | +15.1% | +676.2% | -661.1% | -65.1% |
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