+202.7%
HPE vs PLUG
-78.4%
+281.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +7.4% | -6.0% | +0.7% |
| 7D | -18.7% | +5.8% | -24.6% | -19.1% |
| 30D | -37.9% | -18.5% | -19.4% | -36.7% |
| 3M | -14.4% | -30.0% | +15.6% | -11.6% |
| 6M | +48.2% | -56.2% | +104.4% | +58.6% |
| YTD | +88.6% | -26.4% | +115.0% | +91.7% |
| 1Y | +94.8% | -42.2% | +137.0% | +101.2% |
| 3Y | +202.7% | -76.8% | +279.5% | +198.3% |
| All | +202.7% | -78.4% | +281.1% | +198.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling