+13,174.6%
TDG vs PLUG
-95.6%
+13,270.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.5% | +0.2% |
| 7D | -2.0% | -0.9% | -1.1% | -2.0% |
| 30D | -7.4% | +3.3% | -10.7% | -7.7% |
| 3M | -5.4% | -39.7% | +34.3% | -2.2% |
| 6M | -11.6% | -12.5% | +0.9% | -11.7% |
| YTD | -12.6% | +10.2% | -22.8% | -14.7% |
| 1Y | -9.3% | +50.7% | -60.0% | -15.0% |
| 3Y | +49.2% | -74.5% | +123.7% | +47.1% |
| 5Y | +132.1% | -91.8% | +223.9% | +141.8% |
| 10Y | +544.8% | +43.7% | +501.1% | +396.1% |
| All | +13,174.6% | -95.6% | +13,270.2% | +9,520.2% |
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