-96.5%
PLUG vs HRB
+145.8%
-242.3%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.2% | +11.6% | +7.9% |
| 7D | +5.8% | +2.7% | +3.1% | +5.4% |
| 30D | -18.5% | +22.1% | -40.6% | -20.8% |
| 3M | -30.0% | +15.7% | -45.7% | -31.6% |
| 6M | -56.2% | +83.3% | -139.5% | -61.7% |
| YTD | -26.4% | +25.0% | -51.4% | -28.8% |
| 1Y | -42.2% | +6.9% | -49.2% | -41.4% |
| 3Y | -76.8% | +39.0% | -115.9% | -80.5% |
| All | -96.5% | +145.8% | -242.3% | -97.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling