-11.4%
TEAM vs PLUG
-78.4%
+66.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +7.4% | -23.6% | -16.6% |
| 7D | -19.8% | +5.8% | -25.7% | -20.2% |
| 30D | -21.5% | -18.5% | -3.0% | -20.7% |
| 3M | +39.5% | -30.0% | +69.4% | +42.1% |
| 6M | +73.1% | -56.2% | +129.3% | +80.2% |
| YTD | -5.2% | -26.4% | +21.2% | -5.7% |
| 1Y | -1.6% | -42.2% | +40.7% | -0.7% |
| 3Y | -11.4% | -76.8% | +65.4% | -12.4% |
| All | -11.4% | -78.4% | +66.9% | -12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling