-97.0%
PLUG vs MSI
+124.0%
-221.0%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.9% | -7.9% | -8.3% |
| 7D | -8.1% | +2.6% | -10.7% | -9.4% |
| 30D | -20.5% | +18.1% | -38.6% | -27.7% |
| 3M | -45.9% | +13.2% | -59.1% | -49.7% |
| 6M | -65.2% | +36.3% | -101.4% | -71.4% |
| YTD | -37.1% | +39.5% | -76.6% | -50.5% |
| 1Y | -54.6% | +36.9% | -91.5% | -63.8% |
| 3Y | -64.9% | +76.1% | -141.0% | -80.8% |
| All | -97.0% | +124.0% | -221.0% | -98.9% |
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