-99.1%
PLUG vs HRB
+1,093.2%
-1,192.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.2% | +11.6% | +9.1% |
| 7D | +5.8% | +2.7% | +3.1% | +4.6% |
| 30D | -18.5% | +22.1% | -40.6% | -25.3% |
| 3M | -30.0% | +15.7% | -45.7% | -35.0% |
| 6M | -56.2% | +83.3% | -139.5% | -68.0% |
| YTD | -26.4% | +25.0% | -51.4% | -37.7% |
| 1Y | -42.2% | +6.9% | -49.2% | -47.7% |
| 3Y | -76.8% | +39.0% | -115.9% | -82.4% |
| 5Y | -96.2% | +146.4% | -242.6% | -97.8% |
| 10Y | +2.1% | +254.4% | -252.3% | -57.6% |
| All | -99.1% | +1,093.2% | -1,192.3% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling