+52.0%
ABNB vs RMD
+68.9%
-16.9%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | +6.5% | +0.1% | +6.4% | +6.4% |
| 30D | +9.4% | +1.9% | +7.5% | +8.7% |
| 3M | +0.6% | +6.3% | -5.7% | -1.1% |
| 6M | +33.7% | +18.2% | +15.5% | +27.3% |
| YTD | +33.5% | +0.3% | +33.2% | +32.3% |
| 1Y | +48.8% | -4.3% | +53.1% | +49.2% |
| All | +52.0% | +68.9% | -16.9% | +28.6% |
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