+2,125.1%
TRV vs PLUG
-98.6%
+2,223.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.2% | -1.5% |
| 7D | -0.1% | -0.9% | +0.8% | -0.1% |
| 30D | -3.4% | +3.3% | -6.8% | -3.7% |
| 3M | +26.4% | -39.7% | +66.1% | +29.7% |
| 6M | +19.3% | -12.5% | +31.8% | +19.0% |
| YTD | +28.3% | +10.2% | +18.2% | +25.5% |
| 1Y | +34.3% | +50.7% | -16.4% | +27.2% |
| 3Y | +140.1% | -74.5% | +214.6% | +136.8% |
| 5Y | +155.7% | -91.8% | +247.5% | +160.6% |
| 10Y | +285.5% | +43.7% | +241.8% | +190.3% |
| All | +2,125.1% | -98.6% | +2,223.8% | +1,439.5% |
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