+741.5%
HWM vs PLUG
-91.8%
+833.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.3% | -0.6% |
| 7D | -2.1% | -0.9% | -1.2% | -2.1% |
| 30D | -11.0% | +3.3% | -14.3% | -11.2% |
| 3M | +4.0% | -39.7% | +43.8% | +6.8% |
| 6M | -0.2% | -12.5% | +12.3% | -0.5% |
| YTD | +26.7% | +10.2% | +16.5% | +23.8% |
| 1Y | +44.7% | +50.7% | -6.0% | +36.3% |
| 3Y | +426.1% | -74.5% | +500.6% | +441.1% |
| All | +741.5% | -91.8% | +833.3% | +830.7% |
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