+2,101.5%
HCA vs PLUG
-80.6%
+2,182.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.1% | +0.4% |
| 7D | -0.9% | -6.8% | +5.9% | -0.6% |
| 30D | +10.3% | -16.0% | +26.4% | +11.1% |
| 3M | +23.2% | -38.7% | +62.0% | +25.7% |
| 6M | +19.1% | -61.4% | +80.5% | +23.7% |
| YTD | +9.0% | -31.0% | +39.9% | +9.2% |
| 1Y | +10.2% | -46.2% | +56.5% | +11.6% |
| 3Y | +122.4% | -61.5% | +183.9% | +116.4% |
| 5Y | +116.3% | -96.9% | +213.1% | +133.2% |
| 10Y | +686.6% | -7.5% | +694.1% | +582.0% |
| All | +2,101.5% | -80.6% | +2,182.1% | +1,995.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling