-65.5%
TEAM vs PLUG
-96.6%
+31.1%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.3% | +2.7% |
| 7D | -19.7% | -6.8% | -12.9% | -19.0% |
| 30D | -26.6% | -16.0% | -10.6% | -24.7% |
| 3M | -1.1% | -38.7% | +37.7% | +6.5% |
| 6M | +74.6% | -61.4% | +136.0% | +100.0% |
| YTD | -6.0% | -31.0% | +25.0% | -6.0% |
| 1Y | -3.2% | -46.2% | +43.0% | +0.7% |
| 3Y | -13.5% | -61.5% | +47.9% | -25.7% |
| 5Y | -65.5% | -96.9% | +31.4% | -23.9% |
| All | -65.5% | -96.6% | +31.1% | -23.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling