+254.2%
HD vs PLUG
+6.6%
+247.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +7.4% | -9.3% | -2.3% |
| 7D | +4.3% | +5.8% | -1.5% | +3.9% |
| 30D | +20.2% | -18.5% | +38.7% | +21.7% |
| 3M | -1.0% | -30.0% | +28.9% | +1.1% |
| 6M | +7.9% | -56.2% | +64.1% | +13.2% |
| YTD | +2.0% | -26.4% | +28.4% | +1.9% |
| 1Y | -4.3% | -42.2% | +37.9% | -2.9% |
| 3Y | +25.9% | -76.8% | +102.8% | +25.3% |
| 5Y | +5.8% | -96.2% | +102.0% | +18.0% |
| All | +254.2% | +6.6% | +247.6% | +180.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling