-13.5%
HAL vs PLUG
-79.9%
+66.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -7.5% | +4.3% | -3.0% |
| 7D | -11.1% | -4.9% | -6.2% | -10.9% |
| 30D | -2.4% | -27.4% | +25.0% | -1.4% |
| 3M | +0.8% | -35.7% | +36.5% | +2.2% |
| 6M | -22.8% | -59.3% | +36.5% | -20.6% |
| YTD | +14.5% | -31.5% | +46.0% | +14.6% |
| 1Y | +20.2% | -48.9% | +69.0% | +21.4% |
| All | -13.5% | -79.9% | +66.3% | -16.7% |
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 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