-76.8%
PLUG vs MUB
+11.6%
-88.4%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.1% | +7.3% | +7.1% |
| 7D | +5.8% | +0.7% | +5.1% | +3.3% |
| 30D | -18.5% | +4.4% | -22.9% | -30.2% |
| 3M | -30.0% | -0.4% | -29.5% | -28.3% |
| 6M | -56.2% | -0.9% | -55.3% | -54.3% |
| YTD | -26.4% | +0.1% | -26.5% | -26.7% |
| 1Y | -42.2% | +0.5% | -42.7% | -43.3% |
| 3Y | -76.8% | +11.7% | -88.5% | -85.8% |
| All | -76.8% | +11.6% | -88.4% | -85.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling