+37.2%
HBAN vs PLUG
-91.6%
+128.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.1% | -5.7% | -1.9% |
| 7D | +2.1% | +8.1% | -6.1% | +1.4% |
| 30D | -4.5% | +3.7% | -8.2% | -4.9% |
| 3M | +2.6% | -29.2% | +31.7% | +4.9% |
| 6M | +4.7% | +6.1% | -1.4% | +2.8% |
| YTD | -1.5% | +14.7% | -16.3% | -4.9% |
| 1Y | -1.9% | +56.9% | -58.9% | -9.7% |
| 3Y | +75.2% | -71.6% | +146.8% | +76.8% |
| 5Y | +37.2% | -91.0% | +128.2% | +53.3% |
| All | +37.2% | -91.6% | +128.7% | +53.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling