-95.6%
PLUG vs HTZ
-89.7%
-5.9%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +9.2% | -5.6% | +1.1% |
| 7D | +2.8% | +18.9% | -16.1% | -1.8% |
| 30D | -22.8% | +26.3% | -49.0% | -28.0% |
| 3M | -32.4% | +49.7% | -82.1% | -41.6% |
| 6M | -53.4% | -61.1% | +7.7% | -43.9% |
| YTD | -25.9% | -56.0% | +30.1% | -16.8% |
| 1Y | -42.1% | -66.4% | +24.4% | -29.6% |
| 3Y | -77.9% | -75.8% | -2.2% | -74.8% |
| 5Y | -96.4% | -93.1% | -3.3% | -93.4% |
| All | -95.6% | -89.7% | -5.9% | -92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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