+15.1%
PLUG vs WEC
+176.2%
-161.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.1% | +9.5% | +7.8% |
| 7D | +5.8% | -0.2% | +6.0% | +5.8% |
| 30D | -18.5% | +12.3% | -30.8% | -20.7% |
| 3M | -30.0% | +8.3% | -38.2% | -31.3% |
| 6M | -56.2% | +3.5% | -59.7% | -56.7% |
| YTD | -26.4% | +12.7% | -39.1% | -28.8% |
| 1Y | -42.2% | +8.2% | -50.4% | -43.6% |
| 3Y | -76.8% | +55.9% | -132.7% | -79.6% |
| 5Y | -96.2% | +51.2% | -147.5% | -96.6% |
| All | +15.1% | +176.2% | -161.1% | -8.4% |
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