-68.0%
PLUG vs HRB
+22.6%
-90.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -1.4% | -9.1% | -10.6% |
| 7D | -23.4% | -5.1% | -18.4% | -23.7% |
| 30D | -23.4% | +8.7% | -32.1% | -23.0% |
| 3M | -51.7% | -5.4% | -46.4% | -51.8% |
| 6M | -72.0% | +41.6% | -113.5% | -71.4% |
| YTD | -43.7% | +18.7% | -62.3% | -41.2% |
| 1Y | -55.4% | +16.4% | -71.9% | -53.4% |
| 3Y | -68.0% | +22.0% | -90.0% | -73.9% |
| All | -68.0% | +22.6% | -90.6% | -73.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling