-91.9%
PLUG vs RMD
-19.3%
-72.6%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.0% |
| 7D | -0.9% | -5.0% | +4.1% | +1.6% |
| 30D | +3.3% | +2.2% | +1.1% | +1.9% |
| 3M | -39.7% | +17.8% | -57.6% | -45.6% |
| 6M | -12.5% | -11.3% | -1.2% | -7.8% |
| YTD | +10.2% | -4.4% | +14.6% | +10.5% |
| 1Y | +50.7% | -15.7% | +66.4% | +63.1% |
| 3Y | -74.5% | +47.7% | -122.2% | -82.2% |
| All | -91.9% | -19.3% | -72.6% | -92.7% |
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