+198.9%
HPQ vs PLUG
+56.9%
+142.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.1% | -8.7% | -4.9% |
| 7D | -0.5% | +8.1% | -8.6% | -1.2% |
| 30D | +3.7% | +3.7% | +0.1% | +3.2% |
| 3M | +24.3% | -29.2% | +53.5% | +27.7% |
| 6M | +64.8% | +6.1% | +58.7% | +61.3% |
| YTD | +43.9% | +14.7% | +29.2% | +38.6% |
| 1Y | +11.7% | +56.9% | -45.3% | +2.7% |
| 3Y | +19.7% | -71.6% | +91.3% | +17.9% |
| 5Y | +32.2% | -91.0% | +123.3% | +40.5% |
| 10Y | +198.9% | +55.9% | +143.1% | +140.5% |
| All | +198.9% | +56.9% | +142.0% | +140.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling