-2.5%
HAL vs PLUG
-74.3%
+71.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | -0.7% |
| 7D | +2.9% | -0.9% | +3.8% | +3.0% |
| 30D | +17.0% | +3.3% | +13.7% | +16.8% |
| 3M | -9.7% | -39.7% | +30.1% | -8.0% |
| 6M | +8.6% | -12.5% | +21.1% | +8.4% |
| YTD | +33.0% | +10.2% | +22.8% | +30.9% |
| 1Y | +68.3% | +50.7% | +17.6% | +61.2% |
| All | -2.5% | -74.3% | +71.8% | -3.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling