Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • PLUG vs RMD✓SelectedUSD · RMDPLUG vs RMD performance historyLatest closeAs of+2.84%09/04
Stock and ETF performance explorer

PLUG vs RMD

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-98.6%
RMD return
+6,615.9%
Excess return
-6,714.6%
Maximum drawdown
-100.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioRMDExcessAlpha
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%+2.0%
3M-39.7%+17.8%-57.6%-45.3%
6M-12.5%-11.3%-1.2%-9.4%
YTD+10.2%-4.4%+14.6%+9.4%
1Y+50.7%-15.7%+66.4%+59.6%
3Y-74.5%+47.7%-122.2%-80.4%
5Y-91.8%-19.2%-72.6%-91.5%
10Y+43.7%+280.4%-236.7%-34.4%
All-98.6%+6,615.9%-6,714.6%-99.9%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling