+352.5%
TRV vs PLUG
+9.2%
+343.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -9.0% | +10.4% | +1.7% |
| 7D | +1.4% | -3.2% | +4.5% | +1.4% |
| 30D | +8.7% | -18.7% | +27.4% | +9.3% |
| 3M | +7.1% | -35.3% | +42.4% | +8.4% |
| 6M | +35.5% | -56.2% | +91.7% | +38.7% |
| YTD | +39.7% | -30.7% | +70.4% | +39.7% |
| 1Y | +44.1% | -46.7% | +90.8% | +45.3% |
| 3Y | +148.1% | -61.3% | +209.5% | +141.7% |
| 5Y | +178.6% | -96.6% | +275.2% | +200.8% |
| 10Y | +352.5% | +1.1% | +351.4% | +254.2% |
| All | +352.5% | +9.2% | +343.3% | +254.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling