+17.3%
HAL vs PLUG
-53.4%
+70.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.0% | +8.9% | 0.0% |
| 7D | -6.5% | -3.2% | -3.3% | -6.4% |
| 30D | -2.1% | -18.7% | +16.6% | -1.9% |
| 3M | -4.9% | -35.3% | +30.5% | -4.5% |
| 6M | -19.3% | -56.2% | +37.0% | -18.8% |
| YTD | +14.3% | -30.7% | +45.0% | +12.5% |
| 1Y | +17.3% | -46.7% | +64.0% | +15.7% |
| All | +17.3% | -53.4% | +70.7% | +15.7% |
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