+25.9%
HPQ vs PLUG
-73.7%
+99.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.8% | -0.6% | +2.1% |
| 7D | +6.9% | -0.9% | +7.9% | +7.0% |
| 30D | +14.4% | +3.3% | +11.1% | +14.1% |
| 3M | +25.6% | -39.7% | +65.3% | +29.2% |
| 6M | +75.0% | -12.5% | +87.5% | +74.7% |
| YTD | +50.7% | +10.2% | +40.5% | +47.3% |
| 1Y | +18.7% | +50.7% | -32.0% | +13.2% |
| All | +25.9% | -73.7% | +99.6% | +19.2% |
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