-61.0%
PLUG vs RMD
+68.2%
-129.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.9% | -3.0% | -1.6% |
| 7D | -7.2% | -0.8% | -6.4% | -7.0% |
| 30D | -16.4% | +1.7% | -18.0% | -16.9% |
| 3M | -39.0% | +6.4% | -45.4% | -40.2% |
| 6M | -61.5% | +20.7% | -82.2% | -64.1% |
| YTD | -31.2% | -0.2% | -31.1% | -31.1% |
| 1Y | -46.4% | -4.5% | -41.9% | -45.2% |
| All | -61.0% | +68.2% | -129.1% | -79.5% |
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