-96.5%
PLUG vs MSI
+118.7%
-215.2%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.5% | +7.9% | +7.7% |
| 7D | +5.8% | +4.7% | +1.2% | +3.0% |
| 30D | -18.5% | +14.8% | -33.3% | -24.8% |
| 3M | -30.0% | +8.8% | -38.8% | -33.5% |
| 6M | -56.2% | +19.3% | -75.5% | -61.2% |
| YTD | -26.4% | +35.3% | -61.7% | -41.1% |
| 1Y | -42.2% | +33.8% | -76.0% | -53.4% |
| 3Y | -76.8% | +74.4% | -151.3% | -87.5% |
| All | -96.5% | +118.7% | -215.2% | -98.7% |
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