-9.7%
HAL vs PLUG
-75.5%
+65.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.4% | -3.3% | 0.0% |
| 7D | -7.9% | +14.5% | -22.4% | -8.4% |
| 30D | -2.1% | -10.7% | +8.7% | -1.7% |
| 3M | +0.4% | -31.2% | +31.6% | +1.6% |
| 6M | -19.2% | -51.9% | +32.7% | -17.5% |
| YTD | +14.4% | -23.9% | +38.2% | +14.0% |
| 1Y | +18.0% | -43.4% | +61.4% | +18.8% |
| 3Y | -9.7% | -74.7% | +65.0% | -13.3% |
| All | -9.7% | -75.5% | +65.8% | -13.3% |
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