+15.1%
PLUG vs HDB
+57.5%
-42.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.8% | +5.6% | +6.6% |
| 7D | +5.8% | +13.3% | -7.5% | -0.1% |
| 30D | -18.5% | +13.6% | -32.1% | -23.3% |
| 3M | -30.0% | +5.8% | -35.7% | -32.2% |
| 6M | -56.2% | -1.9% | -54.3% | -56.6% |
| YTD | -26.4% | -31.2% | +4.8% | -14.1% |
| 1Y | -42.2% | -29.6% | -12.7% | -33.4% |
| 3Y | -76.8% | -10.1% | -66.7% | -77.6% |
| 5Y | -96.2% | -24.3% | -71.9% | -96.0% |
| All | +15.1% | +57.5% | -42.4% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling