-91.9%
PLUG vs WU
-50.7%
-41.3%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.3% |
| 7D | -0.9% | -0.8% | -0.1% | -0.5% |
| 30D | +3.3% | -1.1% | +4.4% | +3.7% |
| 3M | -39.7% | -3.9% | -35.9% | -40.3% |
| 6M | -12.5% | -20.7% | +8.2% | -3.7% |
| YTD | +10.2% | -18.4% | +28.5% | +18.1% |
| 1Y | +50.7% | -8.1% | +58.8% | +48.0% |
| 3Y | -74.5% | -24.2% | -50.3% | -71.8% |
| All | -91.9% | -50.7% | -41.3% | -90.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling