-97.1%
PLUG vs RMD
-1.8%
-95.4%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.2% | -9.3% | -9.3% |
| 7D | -8.5% | -0.2% | -8.3% | -8.5% |
| 30D | -20.8% | +1.6% | -22.5% | -21.8% |
| 3M | -46.1% | +6.0% | -52.1% | -48.0% |
| 6M | -65.3% | +17.9% | -83.2% | -69.1% |
| YTD | -37.3% | 0.0% | -37.3% | -39.0% |
| 1Y | -54.8% | -4.5% | -50.2% | -54.6% |
| 3Y | -65.0% | +70.8% | -135.8% | -78.3% |
| 5Y | -97.1% | -2.0% | -95.1% | -97.5% |
| All | -97.1% | -1.8% | -95.4% | -97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling