-97.3%
PLUG vs MSI
+124.3%
-221.7%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +0.2% | -10.6% | -10.6% |
| 7D | -23.4% | +3.2% | -26.7% | -24.7% |
| 30D | -23.4% | +17.6% | -41.0% | -30.2% |
| 3M | -51.7% | +14.5% | -66.3% | -55.5% |
| 6M | -72.0% | +34.3% | -106.2% | -76.7% |
| YTD | -43.7% | +39.7% | -83.4% | -55.7% |
| 1Y | -55.4% | +40.2% | -95.6% | -65.1% |
| 3Y | -68.0% | +77.1% | -145.2% | -82.6% |
| All | -97.3% | +124.3% | -221.7% | -99.0% |
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