-76.8%
PLUG vs WPM
+212.7%
-289.6%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +2.9% | +4.5% | +6.1% |
| 7D | +5.8% | +16.9% | -11.1% | -1.9% |
| 30D | -18.5% | +2.0% | -20.5% | -19.6% |
| 3M | -30.0% | +8.9% | -38.9% | -32.9% |
| 6M | -56.2% | +1.6% | -57.8% | -57.0% |
| YTD | -26.4% | +16.5% | -42.9% | -35.5% |
| 1Y | -42.2% | +42.2% | -84.4% | -54.6% |
| 3Y | -76.8% | +213.3% | -290.1% | -93.3% |
| All | -76.8% | +212.7% | -289.6% | -93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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