+153.9%
TRV vs PLUG
-91.6%
+245.4%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.1% | -5.1% | -1.0% |
| 7D | +0.5% | +8.1% | -7.7% | +0.4% |
| 30D | -4.9% | +3.7% | -8.5% | -4.9% |
| 3M | +23.7% | -29.2% | +52.9% | +24.0% |
| 6M | +20.3% | +6.1% | +14.2% | +19.9% |
| YTD | +27.1% | +14.7% | +12.3% | +26.5% |
| 1Y | +35.3% | +56.9% | -21.6% | +34.0% |
| 3Y | +139.8% | -71.6% | +211.4% | +140.4% |
| 5Y | +153.9% | -91.0% | +244.9% | +150.4% |
| All | +153.9% | -91.6% | +245.4% | +150.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling