+9.3%
HON vs PLUG
-96.4%
+105.7%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +7.4% | -5.4% | +1.6% |
| 7D | +0.8% | +5.8% | -5.1% | +0.5% |
| 30D | +5.7% | -18.5% | +24.3% | +6.7% |
| 3M | -8.3% | -30.0% | +21.6% | -6.9% |
| 6M | -2.4% | -56.2% | +53.8% | +1.2% |
| YTD | +9.0% | -26.4% | +35.4% | +9.3% |
| 1Y | +9.2% | -42.2% | +51.4% | +10.6% |
| 3Y | +26.3% | -76.8% | +103.2% | +27.6% |
| All | +9.3% | -96.4% | +105.7% | +21.5% |
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