+31.5%
WELL vs PLUG
-53.4%
+84.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.0% | +9.5% | +0.1% |
| 7D | +3.0% | -3.2% | +6.2% | +2.9% |
| 30D | +10.2% | -18.7% | +29.0% | +9.3% |
| 3M | +6.1% | -35.3% | +41.4% | +4.2% |
| 6M | +16.6% | -56.2% | +72.9% | +12.8% |
| YTD | +35.3% | -30.7% | +66.0% | +33.2% |
| 1Y | +31.5% | -46.7% | +78.2% | +28.2% |
| All | +31.5% | -53.4% | +84.9% | +28.2% |
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 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