+802.8%
TEAM vs PLUG
+11.3%
+791.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.8% | -5.5% | -3.0% |
| 7D | -0.4% | -0.9% | +0.5% | -0.3% |
| 30D | +67.3% | +3.3% | +64.0% | +66.6% |
| 3M | +86.8% | -39.7% | +126.5% | +99.1% |
| 6M | +146.8% | -12.5% | +159.3% | +144.8% |
| YTD | +16.9% | +10.2% | +6.8% | +10.6% |
| 1Y | +12.8% | +50.7% | -37.9% | -2.2% |
| 3Y | -7.3% | -74.5% | +67.2% | -8.7% |
| 5Y | -50.7% | -91.8% | +41.1% | -42.9% |
| 10Y | +529.8% | +43.7% | +486.1% | +398.9% |
| All | +802.8% | +11.3% | +791.5% | +667.7% |
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