+412.6%
WDC vs PLUG
+53.7%
+358.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.1% | -2.0% | +1.3% |
| 7D | +6.0% | +8.1% | -2.1% | +4.4% |
| 30D | +9.9% | +3.7% | +6.3% | +9.0% |
| 3M | -9.4% | -29.2% | +19.8% | -4.6% |
| 6M | +94.7% | +6.1% | +88.6% | +94.9% |
| YTD | +177.4% | +14.7% | +162.6% | +175.8% |
| 1Y | +412.6% | +56.9% | +355.6% | +403.7% |
| All | +412.6% | +53.7% | +358.8% | +403.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PLUG 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling