+25.6%
HAL vs PLUG
-44.1%
+69.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.5% | -6.7% | -3.2% |
| 7D | -7.7% | +2.8% | -10.5% | -7.7% |
| 30D | +0.7% | -22.8% | +23.4% | +0.9% |
| 3M | +2.5% | -32.4% | +34.9% | +2.8% |
| 6M | -20.7% | -53.4% | +32.7% | -20.2% |
| YTD | +18.4% | -25.9% | +44.3% | +16.5% |
| 1Y | +25.6% | -42.1% | +67.6% | +23.8% |
| All | +25.6% | -44.1% | +69.6% | +23.8% |
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