-42.2%
PLUG vs RMD
-2.0%
-40.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.7% | +9.1% | +7.3% |
| 7D | +5.8% | +2.3% | +3.5% | +5.9% |
| 30D | -18.5% | +4.1% | -22.7% | -18.0% |
| 3M | -30.0% | +5.7% | -35.7% | -29.2% |
| 6M | -56.2% | +12.9% | -69.1% | -54.1% |
| YTD | -26.4% | -1.5% | -24.9% | -21.0% |
| 1Y | -42.2% | -4.8% | -37.5% | -36.1% |
| All | -42.2% | -2.0% | -40.3% | -36.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling