+213.4%
RSP vs PLUG
+6.6%
+206.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +7.4% | -7.8% | -0.9% |
| 7D | -1.0% | +5.8% | -6.9% | -1.5% |
| 30D | +2.6% | -18.5% | +21.1% | +4.0% |
| 3M | -0.8% | -30.0% | +29.2% | +1.5% |
| 6M | +6.3% | -56.2% | +62.5% | +11.8% |
| YTD | +14.1% | -26.4% | +40.5% | +14.3% |
| 1Y | +18.0% | -42.2% | +60.2% | +20.0% |
| 3Y | +61.0% | -76.8% | +137.9% | +60.7% |
| 5Y | +45.6% | -96.2% | +141.8% | +63.0% |
| All | +213.4% | +6.6% | +206.8% | +159.8% |
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