+9.0%
HCA vs PLUG
-44.1%
+53.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +3.5% | +6.8% | +10.4% |
| 7D | +10.2% | +2.8% | +7.4% | +10.3% |
| 30D | +17.4% | -22.8% | +40.2% | +16.5% |
| 3M | +27.7% | -32.4% | +60.1% | +26.2% |
| 6M | +20.0% | -53.4% | +73.4% | +18.4% |
| YTD | +10.0% | -25.9% | +35.9% | +7.8% |
| 1Y | +9.0% | -42.1% | +51.1% | +7.5% |
| All | +9.0% | -44.1% | +53.1% | +7.5% |
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