+611.6%
HON vs PLUG
-98.6%
+710.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.9% | +0.8% |
| 7D | -3.6% | -0.9% | -2.7% | -3.5% |
| 30D | -15.3% | +3.3% | -18.6% | -15.5% |
| 3M | -7.9% | -39.7% | +31.8% | -5.1% |
| 6M | -18.1% | -12.5% | -5.6% | -18.1% |
| YTD | +3.8% | +10.2% | -6.3% | +1.6% |
| 1Y | +0.5% | +50.7% | -50.2% | -5.1% |
| 3Y | +19.8% | -74.5% | +94.3% | +18.4% |
| 5Y | +2.9% | -91.8% | +94.7% | +6.1% |
| 10Y | +134.6% | +43.7% | +90.9% | +79.3% |
| All | +611.6% | -98.6% | +710.3% | +411.5% |
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 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