+102.7%
HPE vs PLUG
-48.8%
+151.5%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.4% | +2.7% | +5.5% |
| 7D | -7.1% | +14.5% | -21.6% | -9.3% |
| 30D | -35.3% | -10.7% | -24.6% | -34.1% |
| 3M | -10.4% | -31.2% | +20.7% | -5.2% |
| 6M | +52.5% | -51.9% | +104.4% | +67.5% |
| YTD | +100.3% | -23.9% | +124.1% | +105.6% |
| All | +102.7% | -48.8% | +151.5% | +117.6% |
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 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