-41.4%
PLUG vs HRB
+8.1%
-49.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -3.2% | +6.7% | +2.8% |
| 7D | +14.5% | -2.4% | +16.9% | +14.0% |
| 30D | -10.7% | +15.7% | -26.4% | -7.9% |
| 3M | -31.2% | +11.4% | -42.6% | -29.2% |
| 6M | -51.9% | +40.7% | -92.6% | -47.6% |
| YTD | -23.9% | +21.0% | -44.8% | -18.9% |
| All | -41.4% | +8.1% | -49.5% | -35.3% |
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 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