+721.8%
TEL vs PLUG
-94.9%
+816.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +3.4% | +2.2% | +5.4% |
| 7D | +0.6% | +14.5% | -13.9% | -0.6% |
| 30D | +0.2% | -10.7% | +10.9% | +1.1% |
| 3M | +1.5% | -31.2% | +32.7% | +4.5% |
| 6M | +6.9% | -51.9% | +58.8% | +12.8% |
| YTD | -2.8% | -23.9% | +21.1% | -2.5% |
| 1Y | -8.8% | -43.4% | +34.6% | -6.5% |
| 3Y | +84.3% | -74.7% | +159.0% | +82.7% |
| 5Y | +46.8% | -96.3% | +143.1% | +65.4% |
| 10Y | +294.7% | +20.0% | +274.7% | +204.5% |
| All | +721.8% | -94.9% | +816.7% | +488.4% |
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 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