-56.2%
PLUG vs WU
-19.8%
-36.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.0% | +9.4% | +7.2% |
| 7D | +5.8% | +11.7% | -5.8% | +6.7% |
| 30D | -18.5% | +12.6% | -31.1% | -17.9% |
| 3M | -30.0% | -0.5% | -29.5% | -30.1% |
| 6M | -56.2% | -18.2% | -38.0% | -65.6% |
| All | -56.2% | -19.8% | -36.4% | -65.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling