+646.9%
HLT vs PLUG
+19.2%
+627.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.9% | -1.2% |
| 7D | -3.3% | -0.9% | -2.4% | -3.3% |
| 30D | -4.1% | +3.3% | -7.4% | -4.4% |
| 3M | -7.9% | -39.7% | +31.8% | -5.0% |
| 6M | +2.2% | -12.5% | +14.7% | +2.0% |
| YTD | +8.5% | +10.2% | -1.7% | +5.9% |
| 1Y | +12.1% | +50.7% | -38.6% | +5.1% |
| 3Y | +107.6% | -74.5% | +182.1% | +105.9% |
| 5Y | +156.4% | -91.8% | +248.1% | +169.6% |
| 10Y | +566.3% | +43.7% | +522.6% | +449.7% |
| All | +646.9% | +19.2% | +627.7% | +533.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling