+90.5%
AA vs RMD
+52.4%
+38.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.2% | +6.7% | +4.2% |
| 7D | +1.7% | -4.5% | +6.1% | +2.6% |
| 30D | +3.3% | +4.6% | -1.3% | +2.2% |
| 3M | -29.4% | +14.8% | -44.2% | -32.0% |
| 6M | -12.8% | -12.1% | -0.7% | -9.9% |
| YTD | -2.1% | -7.5% | +5.3% | -0.6% |
| 1Y | +62.8% | -20.1% | +82.8% | +72.6% |
| 3Y | +90.5% | +53.9% | +36.6% | +55.9% |
| All | +90.5% | +52.4% | +38.1% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 3y: compounded portfolio wealth divided by compounded RMD 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…
3y analysis · Full analysis span regression · 6 months rolling