+443.6%
TEAM vs PLUG
-25.0%
+468.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -10.5% | +9.0% | -0.1% |
| 7D | -2.4% | -23.4% | +21.0% | +1.1% |
| 30D | -26.7% | -23.4% | -3.3% | -24.3% |
| 3M | -9.6% | -51.7% | +42.1% | -0.9% |
| 6M | +86.0% | -72.0% | +158.0% | +117.7% |
| YTD | -7.5% | -43.7% | +36.2% | -4.6% |
| 1Y | -1.4% | -55.4% | +54.1% | +4.8% |
| 3Y | -14.3% | -68.0% | +53.7% | -19.4% |
| 5Y | -66.3% | -97.4% | +31.1% | -55.2% |
| All | +443.6% | -25.0% | +468.6% | +409.0% |
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