-42.1%
PLUG vs HRB
+16.9%
-59.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.4% | -0.8% | +4.4% |
| 7D | +2.8% | +16.0% | -13.2% | +5.9% |
| 30D | -22.8% | +32.1% | -54.8% | -18.3% |
| 3M | -32.4% | +21.5% | -53.9% | -29.3% |
| 6M | -53.4% | +82.1% | -135.4% | -47.3% |
| YTD | -25.9% | +31.6% | -57.5% | -20.3% |
| 1Y | -42.1% | +15.9% | -58.0% | -36.4% |
| All | -42.1% | +16.9% | -59.0% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling