+234.1%
ABT vs RMD
+347.3%
-113.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.1% |
| 7D | -1.3% | +2.1% | -3.4% | -2.0% |
| 30D | +6.0% | +2.1% | +4.0% | +5.0% |
| 3M | -1.9% | +6.2% | -8.1% | -4.3% |
| 6M | +31.2% | +19.4% | +11.8% | +22.4% |
| YTD | -11.2% | +0.5% | -11.8% | -12.3% |
| 1Y | -14.0% | -3.9% | -10.0% | -13.7% |
| 3Y | +20.7% | +72.5% | -51.9% | -6.2% |
| 5Y | -6.7% | -1.5% | -5.2% | -12.0% |
| All | +234.1% | +347.3% | -113.2% | +91.3% |
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