+15.7%
GEHC vs PLUG
-44.1%
+59.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.5% | +2.8% | +6.5% |
| 7D | +13.2% | +2.8% | +10.4% | +13.3% |
| 30D | +30.6% | -22.8% | +53.4% | +29.6% |
| 3M | +22.2% | -32.4% | +54.6% | +20.9% |
| 6M | +40.8% | -53.4% | +94.2% | +38.7% |
| YTD | +4.8% | -25.9% | +30.7% | +0.4% |
| 1Y | +15.7% | -42.1% | +57.8% | +14.1% |
| All | +15.7% | -44.1% | +59.8% | +14.1% |
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