-96.6%
PLUG vs MSI
+125.1%
-221.7%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.1% | -8.9% | -8.9% |
| 7D | -3.2% | +7.4% | -10.6% | -7.1% |
| 30D | -18.7% | +18.7% | -37.5% | -26.4% |
| 3M | -35.3% | +14.5% | -49.8% | -40.3% |
| 6M | -56.2% | +38.1% | -94.4% | -64.3% |
| YTD | -30.7% | +38.7% | -69.4% | -45.3% |
| 1Y | -46.7% | +35.4% | -82.1% | -57.2% |
| 3Y | -61.3% | +75.1% | -136.4% | -78.8% |
| 5Y | -96.6% | +126.4% | -223.0% | -98.8% |
| All | -96.6% | +125.1% | -221.7% | -98.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling