+52.8%
PLUG vs MUB
+17.9%
+35.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | -0.9% | -0.9% | -0.1% | +1.1% |
| 30D | +3.3% | -1.4% | +4.8% | +6.9% |
| 3M | -39.7% | -2.2% | -37.6% | -36.5% |
| 6M | -12.5% | -1.9% | -10.6% | -8.3% |
| YTD | +10.2% | -0.8% | +10.9% | +12.1% |
| 1Y | +50.7% | +2.7% | +48.0% | +41.6% |
| 3Y | -74.5% | +8.6% | -83.1% | -78.2% |
| 5Y | -91.8% | +2.0% | -93.8% | -92.3% |
| All | +52.8% | +17.9% | +35.0% | +71.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling