-91.4%
PLUG vs WTW
+45.2%
-136.6%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.6% | -0.4% | -2.2% |
| 7D | +3.8% | -7.1% | +10.9% | +7.5% |
| 30D | +2.8% | -8.5% | +11.4% | +7.1% |
| 3M | -25.4% | +20.6% | -46.0% | -33.2% |
| 6M | -0.5% | +7.2% | -7.7% | -5.1% |
| YTD | +10.2% | -3.9% | +14.0% | +11.5% |
| 1Y | +53.9% | -3.6% | +57.5% | +55.6% |
| 3Y | -72.7% | +60.7% | -133.4% | -84.5% |
| 5Y | -91.4% | +42.2% | -133.6% | -94.8% |
| All | -91.4% | +45.2% | -136.6% | -94.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 5y: compounded portfolio wealth divided by compounded WTW 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…
5y analysis · Full analysis span regression · 6 months rolling