+495.9%
HPE vs PLUG
+56.9%
+438.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +4.1% | +3.6% | +7.4% |
| 7D | +10.1% | +8.1% | +2.0% | +9.3% |
| 30D | +5.3% | +3.7% | +1.6% | +4.8% |
| 3M | +12.7% | -29.2% | +41.8% | +16.2% |
| 6M | +167.7% | +6.1% | +161.6% | +164.0% |
| YTD | +135.5% | +14.7% | +120.7% | +128.6% |
| 1Y | +143.4% | +56.9% | +86.4% | +125.7% |
| 3Y | +249.2% | -71.6% | +320.8% | +245.0% |
| 5Y | +343.8% | -91.0% | +434.9% | +366.9% |
| 10Y | +495.9% | +55.9% | +440.0% | +364.9% |
| All | +495.9% | +56.9% | +438.9% | +364.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling