-9.9%
ABNB vs RMD
-7.7%
-2.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.3% | +2.9% | +3.0% |
| 7D | -1.7% | +2.1% | -3.8% | -2.5% |
| 30D | +11.8% | +2.1% | +9.7% | +10.7% |
| 3M | +0.9% | +6.2% | -5.3% | -1.7% |
| 6M | +40.5% | +19.4% | +21.1% | +29.9% |
| YTD | +37.6% | +0.5% | +37.1% | +35.6% |
| 1Y | +54.1% | -3.9% | +58.1% | +54.5% |
| 3Y | +56.8% | +72.5% | -15.8% | +13.7% |
| All | -9.9% | -7.7% | -2.2% | -7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling