+52.8%
PLUG vs WEC
+138.6%
-85.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.6% | +3.0% |
| 7D | -0.9% | -0.3% | -0.6% | -0.9% |
| 30D | +3.3% | -1.3% | +4.6% | +3.5% |
| 3M | -39.7% | -3.9% | -35.8% | -39.4% |
| 6M | -12.5% | -8.3% | -4.2% | -11.2% |
| YTD | +10.2% | +3.1% | +7.1% | +8.7% |
| 1Y | +50.7% | +1.9% | +48.8% | +49.1% |
| 3Y | -74.5% | +41.9% | -116.4% | -77.0% |
| 5Y | -91.8% | +30.8% | -122.6% | -92.4% |
| All | +52.8% | +138.6% | -85.8% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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