+10.3%
HLT vs PLUG
+46.9%
-36.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | -1.6% | -3.2% | +1.6% | -1.6% |
| 30D | -5.0% | -8.3% | +3.3% | -4.9% |
| 3M | -10.4% | -25.8% | +15.4% | -10.2% |
| 6M | +3.2% | -5.8% | +9.1% | +2.9% |
| YTD | +6.7% | +6.6% | +0.1% | +6.2% |
| 1Y | +10.3% | +39.1% | -28.8% | +11.9% |
| All | +10.3% | +46.9% | -36.6% | +11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling