+1,352.0%
HWM vs PLUG
-10.6%
+1,362.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -7.5% | +1.6% | -5.3% |
| 7D | -2.4% | -4.9% | +2.5% | -2.0% |
| 30D | -13.3% | -27.4% | +14.2% | -10.9% |
| 3M | -31.0% | -35.7% | +4.7% | -28.6% |
| 6M | -17.1% | -59.3% | +42.2% | -11.3% |
| YTD | -1.9% | -31.5% | +29.6% | -1.3% |
| 1Y | -2.4% | -48.9% | +46.4% | +0.5% |
| 3Y | +322.2% | -79.6% | +401.8% | +324.3% |
| 5Y | +509.8% | -96.5% | +606.3% | +621.8% |
| 10Y | +1,453.8% | -4.9% | +1,458.7% | +1,006.1% |
| All | +1,352.0% | -10.6% | +1,362.6% | +952.9% |
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 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