-66.7%
HUBS vs PLUG
-91.8%
+25.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.8% | -0.1% | -2.5% |
| 7D | -12.4% | 0.0% | -12.4% | -12.4% |
| 30D | +1.4% | -5.0% | +6.3% | +2.0% |
| 3M | +16.0% | -26.2% | +42.2% | +20.2% |
| 6M | -17.0% | -0.5% | -16.5% | -19.4% |
| YTD | -44.3% | +7.1% | -51.4% | -47.3% |
| 1Y | -54.3% | +46.5% | -100.8% | -60.8% |
| 3Y | -58.4% | -73.5% | +15.1% | -57.1% |
| 5Y | -66.7% | -91.3% | +24.6% | -50.9% |
| All | -66.7% | -91.8% | +25.1% | -50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling