-42.1%
PLUG vs MUB
+0.1%
-42.1%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.4% | +3.1% | +2.6% |
| 7D | +2.8% | +0.6% | +2.2% | +1.6% |
| 30D | -22.8% | +3.2% | -26.0% | -27.7% |
| 3M | -32.4% | -1.1% | -31.4% | -30.5% |
| 6M | -53.4% | -1.1% | -52.2% | -51.8% |
| YTD | -25.9% | -0.5% | -25.4% | -32.7% |
| 1Y | -42.1% | 0.0% | -42.0% | -48.8% |
| All | -42.1% | +0.1% | -42.1% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 1y: compounded portfolio wealth divided by compounded MUB 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…
1y analysis · Full analysis span regression · 6 months rolling