+1,120.4%
RSP vs PLUG
-97.3%
+1,217.7%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.4% |
| 3M | -0.9% | -35.7% | +34.8% | +2.0% |
| 6M | +7.5% | -59.3% | +66.9% | +13.7% |
| YTD | +14.6% | -31.5% | +46.0% | +15.5% |
| 1Y | +17.6% | -48.9% | +66.5% | +20.7% |
| 3Y | +60.8% | -79.6% | +140.4% | +61.6% |
| 5Y | +46.1% | -96.5% | +142.6% | +61.7% |
| 10Y | +221.4% | -4.9% | +226.3% | +151.6% |
| All | +1,120.4% | -97.3% | +1,217.7% | +778.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling