+50.7%
PLUG vs WU
-8.3%
+59.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.0% |
| 7D | -0.9% | -0.8% | -0.1% | -0.8% |
| 30D | +3.3% | -1.1% | +4.4% | +3.5% |
| 3M | -39.7% | -3.9% | -35.9% | -40.1% |
| 6M | -12.5% | -20.7% | +8.2% | -9.0% |
| YTD | +10.2% | -18.4% | +28.5% | +12.9% |
| 1Y | +50.7% | -8.1% | +58.8% | +54.5% |
| All | +50.7% | -8.3% | +59.0% | +54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling