-74.6%
PLUG vs HRB
+36.4%
-111.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.0% | +6.8% | +2.5% |
| 7D | -0.9% | -5.7% | +4.8% | -1.3% |
| 30D | +3.3% | +7.9% | -4.6% | +4.1% |
| 3M | -39.7% | +32.1% | -71.8% | -38.1% |
| 6M | -12.5% | +62.2% | -74.7% | -10.6% |
| YTD | +10.2% | +16.4% | -6.3% | +14.5% |
| 1Y | +50.7% | -0.3% | +51.0% | +58.1% |
| All | -74.6% | +36.4% | -111.0% | -75.0% |
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 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