+412.4%
WDC vs PLUG
+53.7%
+358.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.1% | -2.0% | +1.3% |
| 7D | +6.0% | +8.1% | -2.2% | +4.3% |
| 30D | +9.9% | +3.7% | +6.2% | +8.9% |
| 3M | -9.4% | -29.2% | +19.7% | -4.6% |
| 6M | +94.7% | +6.1% | +88.6% | +94.8% |
| YTD | +177.3% | +14.7% | +162.5% | +175.7% |
| 1Y | +412.4% | +56.9% | +355.5% | +403.5% |
| All | +412.4% | +53.7% | +358.7% | +403.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling