+441.0%
TEAM vs PLUG
+9.6%
+431.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -8.7% | +4.6% | -2.9% |
| 7D | -22.2% | -2.8% | -19.4% | -22.1% |
| 30D | -28.1% | -18.5% | -9.7% | -26.3% |
| 3M | -2.2% | -35.1% | +32.9% | +3.1% |
| 6M | +62.2% | -56.1% | +118.3% | +77.8% |
| YTD | -8.4% | -30.5% | +22.1% | -8.0% |
| 1Y | -6.6% | -46.5% | +39.9% | -3.2% |
| 3Y | -15.7% | -61.2% | +45.5% | -22.6% |
| 5Y | -65.7% | -96.6% | +30.9% | -56.0% |
| 10Y | +441.0% | +1.5% | +439.5% | +384.0% |
| All | +441.0% | +9.6% | +431.4% | +384.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling