+2.7%
HCA vs PLUG
+50.7%
-48.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.0% | +8.9% | +4.9% |
| 7D | +4.9% | +3.8% | +1.1% | +5.0% |
| 30D | +1.9% | +2.8% | -1.0% | +1.9% |
| 3M | +12.7% | -25.4% | +38.2% | +12.8% |
| 6M | -22.3% | -0.5% | -21.9% | -22.6% |
| YTD | -9.3% | +10.2% | -19.5% | -9.6% |
| 1Y | +2.7% | +53.9% | -51.2% | +2.7% |
| All | +2.7% | +50.7% | -48.0% | +2.7% |
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 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