+631.8%
TEAM vs PLUG
-25.6%
+657.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +7.4% | -23.6% | -17.2% |
| 7D | -19.8% | +5.8% | -25.7% | -20.7% |
| 30D | -21.5% | -18.5% | -3.0% | -19.5% |
| 3M | +39.5% | -30.0% | +69.4% | +45.9% |
| 6M | +73.1% | -56.2% | +129.3% | +90.0% |
| YTD | -5.2% | -26.4% | +21.2% | -5.6% |
| 1Y | -1.6% | -42.2% | +40.7% | +1.0% |
| 3Y | -11.4% | -76.8% | +65.4% | -12.9% |
| 5Y | -65.1% | -96.2% | +31.1% | -55.5% |
| 10Y | +471.3% | +2.1% | +469.2% | +372.3% |
| All | +631.8% | -25.6% | +657.5% | +554.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling