+64.8%
HCA vs PLUG
-91.6%
+156.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.1% | -4.9% | -0.9% |
| 7D | -2.8% | +8.1% | -10.9% | -3.1% |
| 30D | -2.7% | +3.7% | -6.4% | -2.9% |
| 3M | +11.5% | -29.2% | +40.6% | +12.8% |
| 6M | -24.3% | +6.1% | -30.4% | -25.1% |
| YTD | -13.6% | +14.7% | -28.3% | -15.1% |
| 1Y | -3.2% | +56.9% | -60.1% | -7.4% |
| 3Y | +50.4% | -71.6% | +122.0% | +53.4% |
| 5Y | +64.8% | -91.0% | +155.8% | +79.2% |
| All | +64.8% | -91.6% | +156.3% | +79.2% |
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