+2,289.0%
TRV vs PLUG
-99.0%
+2,388.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.4% | -3.4% | -0.2% |
| 7D | -0.9% | +14.5% | -15.4% | -1.7% |
| 30D | +7.2% | -10.7% | +17.9% | +7.7% |
| 3M | +3.2% | -31.2% | +34.4% | +5.1% |
| 6M | +33.6% | -51.9% | +85.5% | +38.2% |
| YTD | +37.8% | -23.9% | +61.6% | +37.4% |
| 1Y | +43.4% | -43.4% | +86.8% | +45.2% |
| 3Y | +146.7% | -74.7% | +221.4% | +142.8% |
| 5Y | +176.1% | -96.3% | +272.4% | +196.4% |
| 10Y | +357.4% | +20.0% | +337.4% | +247.3% |
| All | +2,289.0% | -99.0% | +2,388.1% | +1,584.9% |
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