+13,642.4%
TDG vs PLUG
-97.5%
+13,739.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -8.8% | +5.5% | -2.7% |
| 7D | +1.2% | -8.1% | +9.3% | +1.7% |
| 30D | +8.1% | -20.5% | +28.7% | +9.8% |
| 3M | -2.6% | -45.9% | +43.2% | +1.4% |
| 6M | +1.0% | -65.2% | +66.2% | +8.0% |
| YTD | -9.5% | -37.1% | +27.5% | -8.3% |
| 1Y | -8.0% | -54.6% | +46.6% | -4.9% |
| 3Y | +41.8% | -64.9% | +106.7% | +36.8% |
| 5Y | +125.1% | -97.1% | +222.2% | +153.9% |
| 10Y | +546.7% | -15.6% | +562.4% | +416.9% |
| All | +13,642.4% | -97.5% | +13,739.9% | +10,241.2% |
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