+1,773.8%
HWM vs PLUG
+43.7%
+1,730.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.3% | -0.7% |
| 7D | -2.1% | -0.9% | -1.2% | -2.0% |
| 30D | -11.0% | +3.3% | -14.3% | -11.4% |
| 3M | +4.0% | -39.7% | +43.8% | +8.3% |
| 6M | -0.2% | -12.5% | +12.3% | -0.5% |
| YTD | +26.7% | +10.2% | +16.5% | +22.5% |
| 1Y | +44.7% | +50.7% | -6.0% | +32.7% |
| 3Y | +426.1% | -74.5% | +500.6% | +422.9% |
| 5Y | +738.5% | -91.8% | +830.3% | +804.7% |
| All | +1,773.8% | +43.7% | +1,730.1% | +1,206.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling