+55.9%
PLUG vs WCN
+239.1%
-183.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.0% | +5.2% | +4.7% |
| 7D | +8.1% | -0.4% | +8.6% | +8.3% |
| 30D | +3.7% | -2.1% | +5.8% | +4.8% |
| 3M | -29.2% | +6.4% | -35.5% | -32.8% |
| 6M | +6.1% | -3.7% | +9.8% | +6.2% |
| YTD | +14.7% | -6.4% | +21.1% | +16.6% |
| 1Y | +56.9% | -7.9% | +64.9% | +59.8% |
| 3Y | -71.6% | +20.8% | -92.4% | -77.7% |
| 5Y | -91.0% | +29.0% | -120.0% | -93.3% |
| 10Y | +55.9% | +236.4% | -180.5% | -11.7% |
| All | +55.9% | +239.1% | -183.3% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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