+20.3%
WM vs PLUG
-45.5%
+65.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +7.4% | -9.5% | -1.7% |
| 7D | +1.2% | +5.8% | -4.6% | +1.6% |
| 30D | +13.1% | -18.5% | +31.6% | +12.2% |
| 3M | +3.6% | -30.0% | +33.6% | +2.2% |
| 6M | +8.1% | -56.2% | +64.3% | +5.3% |
| YTD | +8.9% | -26.4% | +35.3% | +7.3% |
| 1Y | +20.3% | -42.2% | +62.6% | +17.7% |
| All | +20.3% | -45.5% | +65.8% | +17.7% |
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