-46.7%
PLUG vs WAT
+26.7%
-73.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.2% | -8.8% | -8.9% |
| 7D | -3.2% | +3.4% | -6.6% | -4.2% |
| 30D | -18.7% | +9.6% | -28.4% | -20.9% |
| 3M | -35.3% | +15.5% | -50.8% | -37.9% |
| 6M | -56.2% | +33.9% | -90.2% | -59.7% |
| YTD | -30.7% | +25.2% | -55.9% | -36.2% |
| 1Y | -46.7% | +26.3% | -73.0% | -51.6% |
| All | -46.7% | +26.7% | -73.4% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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