+5.8%
HD vs PLUG
-96.4%
+102.2%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +21.6% |
| 3M | -1.0% | -30.0% | +28.9% | +0.9% |
| 6M | +7.9% | -56.2% | +64.1% | +12.7% |
| YTD | +2.0% | -26.4% | +28.4% | +1.8% |
| 1Y | -4.3% | -42.2% | +37.9% | -3.1% |
| 3Y | +25.9% | -76.8% | +102.8% | +27.0% |
| All | +5.8% | -96.4% | +102.2% | +27.5% |
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