+46.1%
RSP vs PLUG
-96.6%
+142.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -7.5% | +4.6% | -2.4% |
| 7D | -1.4% | -4.9% | +3.5% | -1.1% |
| 30D | +2.1% | -27.4% | +29.6% | +4.3% |
| 3M | -0.9% | -35.7% | +34.8% | +1.8% |
| 6M | +7.5% | -59.3% | +66.9% | +13.4% |
| YTD | +14.6% | -31.5% | +46.0% | +15.3% |
| 1Y | +17.6% | -48.9% | +66.5% | +20.5% |
| 3Y | +60.8% | -79.6% | +140.4% | +64.8% |
| 5Y | +46.1% | -96.5% | +142.6% | +76.9% |
| All | +46.1% | -96.6% | +142.8% | +76.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling