+25.7%
RDW vs PLUG
+46.9%
-21.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.1% |
| 7D | +0.9% | -3.2% | +4.1% | +2.3% |
| 30D | -21.3% | -8.3% | -13.0% | -18.5% |
| 3M | -37.9% | -25.8% | -12.1% | -30.1% |
| 6M | +12.3% | -5.8% | +18.1% | +13.4% |
| YTD | +39.7% | +6.6% | +33.1% | +38.9% |
| 1Y | +25.7% | +39.1% | -13.4% | +40.9% |
| All | +25.7% | +46.9% | -21.2% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 1y: compounded portfolio wealth divided by compounded PLUG 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…
1y analysis · Full analysis span regression · 6 months rolling