+38.5%
HLT vs PLUG
-58.9%
+97.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -10.5% | +10.6% | +0.3% |
| 7D | +0.7% | -23.4% | +24.2% | +1.1% |
| 30D | +13.7% | -23.4% | +37.2% | +14.2% |
| 3M | +16.3% | -51.7% | +68.1% | +17.6% |
| 6M | +19.9% | -72.0% | +91.9% | +22.4% |
| YTD | +30.1% | -43.7% | +73.7% | +29.2% |
| 1Y | +38.5% | -55.4% | +93.9% | +38.8% |
| All | +38.5% | -58.9% | +97.4% | +38.8% |
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 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