-74.6%
PLUG vs RMD
+51.0%
-125.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.0% |
| 7D | -0.9% | -5.0% | +4.1% | +0.6% |
| 30D | +3.3% | +2.2% | +1.1% | +2.6% |
| 3M | -39.7% | +17.8% | -57.6% | -43.3% |
| 6M | -12.5% | -11.3% | -1.2% | -8.0% |
| YTD | +10.2% | -4.4% | +14.6% | +11.8% |
| 1Y | +50.7% | -15.7% | +66.4% | +61.6% |
| All | -74.6% | +51.0% | -125.7% | -80.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling