+20.0%
PLUG vs HDB
+61.5%
-41.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.7% | +0.8% | +2.2% |
| 7D | +14.5% | +13.7% | +0.8% | +8.0% |
| 30D | -10.7% | +15.8% | -26.6% | -16.7% |
| 3M | -31.2% | +9.2% | -40.4% | -34.3% |
| 6M | -51.9% | +3.2% | -55.1% | -53.5% |
| YTD | -23.9% | -29.4% | +5.5% | -12.1% |
| 1Y | -43.4% | -27.9% | -15.5% | -35.4% |
| 3Y | -74.7% | -5.9% | -68.8% | -76.2% |
| 5Y | -96.3% | -23.5% | -72.8% | -96.1% |
| 10Y | +20.0% | +61.3% | -41.3% | +11.3% |
| All | +20.0% | +61.5% | -41.5% | +11.3% |
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