+928.6%
WDC vs PLUG
-91.8%
+1,020.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.8% | +3.0% | +5.5% |
| 7D | +1.7% | -0.9% | +2.7% | +1.9% |
| 30D | -10.0% | +3.3% | -13.3% | -10.5% |
| 3M | -18.8% | -39.7% | +21.0% | -13.1% |
| 6M | +79.0% | -12.5% | +91.5% | +81.6% |
| YTD | +171.6% | +10.2% | +161.4% | +165.8% |
| 1Y | +417.4% | +50.7% | +366.7% | +374.9% |
| 3Y | +1,251.8% | -74.5% | +1,326.3% | +1,319.1% |
| All | +928.6% | -91.8% | +1,020.4% | +1,153.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling