-97.0%
PLUG vs HALO
+2,492.7%
-2,589.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.4% | +3.0% |
| 7D | -0.9% | +4.6% | -5.5% | -2.1% |
| 30D | +3.3% | +31.8% | -28.5% | -4.3% |
| 3M | -39.7% | +53.9% | -93.6% | -46.5% |
| 6M | -12.5% | +57.4% | -69.9% | -23.1% |
| YTD | +10.2% | +63.7% | -53.6% | -4.3% |
| 1Y | +50.7% | +50.1% | +0.6% | +33.4% |
| 3Y | -74.5% | +157.3% | -231.8% | -81.1% |
| 5Y | -91.8% | +161.0% | -252.8% | -94.0% |
| 10Y | +43.7% | +1,018.7% | -975.0% | -27.2% |
| All | -97.0% | +2,492.7% | -2,589.7% | -99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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