+197.1%
ABT vs RMD
+274.3%
-77.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.2% |
| 7D | -5.9% | -4.4% | -1.5% | -4.4% |
| 30D | -8.1% | -3.1% | -4.9% | -7.1% |
| 3M | +14.5% | +13.8% | +0.8% | +9.1% |
| 6M | -6.3% | -8.6% | +2.3% | -3.8% |
| YTD | -17.1% | -8.6% | -8.5% | -15.1% |
| 1Y | -21.4% | -19.7% | -1.7% | -15.9% |
| 3Y | +5.9% | +48.4% | -42.5% | -13.0% |
| 5Y | -12.8% | -22.7% | +10.0% | -9.6% |
| All | +197.1% | +274.3% | -77.2% | +79.0% |
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