+473.8%
WELL vs PLUG
+9.2%
+464.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.0% | +9.5% | +0.9% |
| 7D | +3.0% | -3.2% | +6.2% | +3.2% |
| 30D | +10.2% | -18.7% | +29.0% | +11.3% |
| 3M | +6.1% | -35.3% | +41.4% | +8.3% |
| 6M | +16.6% | -56.2% | +72.9% | +20.9% |
| YTD | +35.3% | -30.7% | +66.0% | +35.4% |
| 1Y | +31.5% | -46.7% | +78.2% | +33.2% |
| 3Y | +206.5% | -61.3% | +267.8% | +194.2% |
| 5Y | +222.0% | -96.6% | +318.6% | +261.5% |
| 10Y | +473.8% | +1.1% | +472.7% | +341.2% |
| All | +473.8% | +9.2% | +464.6% | +341.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling