+20.0%
PLUG vs HRB
+246.2%
-226.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -3.2% | +6.7% | +4.2% |
| 7D | +14.5% | -2.4% | +16.9% | +15.0% |
| 30D | -10.7% | +15.7% | -26.4% | -14.0% |
| 3M | -31.2% | +11.4% | -42.6% | -33.5% |
| 6M | -51.9% | +40.7% | -92.6% | -56.8% |
| YTD | -23.9% | +21.0% | -44.8% | -29.6% |
| 1Y | -43.4% | +7.2% | -50.6% | -45.7% |
| 3Y | -74.7% | +29.2% | -103.9% | -78.1% |
| 5Y | -96.3% | +142.3% | -238.7% | -97.4% |
| 10Y | +20.0% | +253.1% | -233.1% | -26.3% |
| All | +20.0% | +246.2% | -226.2% | -26.3% |
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