+56.9%
PLUG vs HRB
-5.9%
+62.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -6.5% | +10.6% | +3.1% |
| 7D | +8.1% | -9.1% | +17.2% | +6.6% |
| 30D | +3.7% | +0.3% | +3.4% | +4.1% |
| 3M | -29.2% | +23.4% | -52.5% | -25.6% |
| 6M | +6.1% | +45.1% | -39.0% | +13.4% |
| YTD | +14.7% | +8.9% | +5.8% | +28.1% |
| 1Y | +56.9% | -7.9% | +64.9% | +101.0% |
| All | +56.9% | -5.9% | +62.8% | +101.0% |
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