+604.1%
ABBV vs RMD
+347.3%
+256.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | +1.3% | +2.1% | -0.8% | +0.8% |
| 30D | +4.7% | +2.1% | +2.6% | +4.0% |
| 3M | +18.3% | +6.2% | +12.1% | +16.4% |
| 6M | +43.4% | +19.4% | +24.0% | +36.6% |
| YTD | +33.0% | +0.5% | +32.5% | +31.4% |
| 1Y | +30.8% | -3.9% | +34.8% | +30.6% |
| 3Y | +135.1% | +72.5% | +62.6% | +95.3% |
| 5Y | +201.2% | -1.5% | +202.8% | +187.1% |
| All | +604.1% | +347.3% | +256.8% | +292.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling