+15.8%
HAL vs PLUG
-46.5%
+62.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.7% | +8.6% | 0.0% |
| 7D | -6.5% | -2.8% | -3.6% | -6.5% |
| 30D | -2.1% | -18.5% | +16.3% | -1.9% |
| 3M | -4.9% | -35.1% | +30.2% | -4.5% |
| 6M | -19.3% | -56.1% | +36.8% | -18.8% |
| YTD | +14.3% | -30.5% | +44.8% | +12.4% |
| All | +15.8% | -46.5% | +62.3% | +14.2% |
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