+1,127.7%
RSP vs PLUG
-95.7%
+1,223.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.3% | -0.7% |
| 7D | -0.8% | -0.9% | +0.1% | -0.7% |
| 30D | -0.3% | +3.3% | -3.7% | -0.6% |
| 3M | +4.3% | -39.7% | +44.0% | +7.8% |
| 6M | +8.8% | -12.5% | +21.3% | +8.7% |
| YTD | +15.3% | +10.2% | +5.1% | +12.5% |
| 1Y | +18.3% | +50.7% | -32.4% | +11.0% |
| 3Y | +52.8% | -74.5% | +127.3% | +51.2% |
| 5Y | +51.7% | -91.8% | +143.5% | +57.6% |
| 10Y | +208.5% | +43.7% | +164.8% | +134.5% |
| All | +1,127.7% | -95.7% | +1,223.5% | +755.7% |
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