+10.8%
HD vs PLUG
-91.8%
+102.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | +0.8% |
| 7D | -2.1% | -0.9% | -1.1% | -2.0% |
| 30D | -8.4% | +3.3% | -11.8% | -8.7% |
| 3M | +4.3% | -39.7% | +44.1% | +7.3% |
| 6M | -11.1% | -12.5% | +1.4% | -11.4% |
| YTD | -4.7% | +10.2% | -14.8% | -7.0% |
| 1Y | -19.8% | +50.7% | -70.5% | -25.1% |
| 3Y | +4.1% | -74.5% | +78.6% | +6.4% |
| All | +10.8% | -91.8% | +102.6% | +23.2% |
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