+52.8%
PLUG vs HDB
+38.3%
+14.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.3% | +3.0% |
| 7D | -0.9% | +0.4% | -1.3% | -1.1% |
| 30D | +3.3% | -2.8% | +6.1% | +4.5% |
| 3M | -39.7% | -3.5% | -36.2% | -39.3% |
| 6M | -12.5% | -24.7% | +12.2% | -1.6% |
| YTD | +10.2% | -36.6% | +46.7% | +34.2% |
| 1Y | +50.7% | -34.4% | +85.1% | +80.3% |
| 3Y | -74.5% | -24.4% | -50.1% | -72.9% |
| 5Y | -91.8% | -35.4% | -56.4% | -90.6% |
| All | +52.8% | +38.3% | +14.5% | +52.2% |
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