+52.8%
PLUG vs RMD
+278.3%
-225.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.0% |
| 7D | -0.9% | -5.0% | +4.1% | +1.5% |
| 30D | +3.3% | +2.2% | +1.1% | +2.0% |
| 3M | -39.7% | +17.8% | -57.6% | -45.1% |
| 6M | -12.5% | -11.3% | -1.2% | -8.9% |
| YTD | +10.2% | -4.4% | +14.6% | +9.9% |
| 1Y | +50.7% | -15.7% | +66.4% | +60.5% |
| 3Y | -74.5% | +47.7% | -122.2% | -80.5% |
| 5Y | -91.8% | -19.2% | -72.6% | -91.6% |
| All | +52.8% | +278.3% | -225.5% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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