+467.0%
TEAM vs PLUG
+25.0%
+442.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.4% | -2.7% | +0.3% |
| 7D | -17.2% | +14.5% | -31.7% | -19.0% |
| 30D | -25.1% | -10.7% | -14.4% | -24.1% |
| 3M | +3.9% | -31.2% | +35.1% | +8.7% |
| 6M | +69.1% | -51.9% | +121.0% | +83.0% |
| YTD | -4.5% | -23.9% | +19.4% | -5.3% |
| 1Y | -1.9% | -43.4% | +41.5% | +1.0% |
| 3Y | -9.3% | -74.7% | +65.4% | -12.0% |
| 5Y | -65.2% | -96.3% | +31.2% | -55.7% |
| 10Y | +467.0% | +20.0% | +447.0% | +395.5% |
| All | +467.0% | +25.0% | +442.0% | +395.5% |
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