+148.6%
TE vs PLUG
+45.6%
+103.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.5% | +0.3% |
| 7D | -4.0% | -0.9% | -3.1% | -3.6% |
| 30D | -15.9% | +3.3% | -19.2% | -16.7% |
| 3M | -60.5% | -39.7% | -20.8% | -53.8% |
| 6M | -35.2% | -12.5% | -22.7% | -33.7% |
| YTD | -31.1% | +10.2% | -41.3% | -33.6% |
| 1Y | +148.6% | +50.7% | +98.0% | +130.9% |
| All | +148.6% | +45.6% | +103.0% | +130.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 1y: compounded portfolio wealth divided by compounded PLUG 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…
1y analysis · Full analysis span regression · 6 months rolling