+18.9%
HAL vs PLUG
-45.5%
+64.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +7.4% | -7.7% | -0.3% |
| 7D | -12.0% | +5.8% | -17.8% | -12.0% |
| 30D | +0.3% | -18.5% | +18.8% | +0.5% |
| 3M | -1.6% | -30.0% | +28.3% | -1.3% |
| 6M | -20.5% | -56.2% | +35.7% | -19.9% |
| YTD | +14.2% | -26.4% | +40.6% | +12.4% |
| 1Y | +18.9% | -42.2% | +61.1% | +17.0% |
| All | +18.9% | -45.5% | +64.3% | +17.0% |
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