+55.9%
PLUG vs HRB
+213.0%
-157.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -6.5% | +10.6% | +5.6% |
| 7D | +8.1% | -9.1% | +17.2% | +10.3% |
| 30D | +3.7% | +0.3% | +3.4% | +3.1% |
| 3M | -29.2% | +23.4% | -52.5% | -33.6% |
| 6M | +6.1% | +45.1% | -39.0% | -7.0% |
| YTD | +14.7% | +8.9% | +5.8% | +9.1% |
| 1Y | +56.9% | -7.9% | +64.9% | +56.8% |
| 3Y | -71.6% | +27.9% | -99.5% | -75.6% |
| 5Y | -91.0% | +108.3% | -199.4% | -93.4% |
| 10Y | +55.9% | +208.4% | -152.6% | -8.5% |
| All | +55.9% | +213.0% | -157.1% | -8.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling