+2,285.9%
WM vs PLUG
-99.1%
+2,385.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -7.5% | +8.7% | +1.4% |
| 7D | +4.5% | -4.9% | +9.4% | +4.6% |
| 30D | +16.1% | -27.4% | +43.5% | +17.3% |
| 3M | +8.0% | -35.7% | +43.8% | +9.5% |
| 6M | +8.4% | -59.3% | +67.8% | +11.3% |
| YTD | +11.2% | -31.5% | +42.7% | +11.4% |
| 1Y | +22.3% | -48.9% | +71.2% | +23.7% |
| 3Y | +50.2% | -79.6% | +129.9% | +50.1% |
| 5Y | +63.3% | -96.5% | +159.8% | +71.3% |
| 10Y | +355.0% | -4.9% | +360.0% | +287.6% |
| All | +2,285.9% | -99.1% | +2,385.0% | +1,817.7% |
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 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