+215.7%
RSP vs PLUG
-2.2%
+217.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.9% |
| 7D | -0.3% | -6.8% | +6.5% | +0.1% |
| 30D | +4.4% | -16.0% | +20.5% | +5.6% |
| 3M | +1.3% | -38.7% | +40.0% | +4.6% |
| 6M | +10.0% | -61.4% | +71.3% | +16.8% |
| YTD | +17.6% | -31.0% | +48.6% | +18.3% |
| 1Y | +19.2% | -46.2% | +65.5% | +21.9% |
| 3Y | +66.0% | -61.5% | +127.5% | +59.8% |
| 5Y | +50.4% | -96.9% | +147.3% | +70.9% |
| 10Y | +215.7% | -7.5% | +223.2% | +164.6% |
| All | +215.7% | -2.2% | +217.8% | +164.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling