+14,636.4%
WDC vs PLUG
-99.1%
+14,735.5%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -9.0% | +8.8% | +0.9% |
| 7D | -16.7% | -3.2% | -13.5% | -16.4% |
| 30D | -27.2% | -18.7% | -8.5% | -25.2% |
| 3M | -34.0% | -35.3% | +1.3% | -30.3% |
| 6M | -39.7% | -56.2% | +16.5% | -33.2% |
| YTD | +68.1% | -30.7% | +98.8% | +73.9% |
| 1Y | +66.3% | -46.7% | +113.0% | +76.8% |
| 3Y | +754.4% | -61.3% | +815.7% | +728.4% |
| 5Y | +595.8% | -96.6% | +692.4% | +752.5% |
| 10Y | +660.4% | +1.1% | +659.3% | +416.4% |
| All | +14,636.4% | -99.1% | +14,735.5% | +11,230.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling