-7.4%
ABT vs RMD
-7.7%
+0.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.1% |
| 7D | -1.3% | +2.1% | -3.4% | -1.9% |
| 30D | +6.0% | +2.1% | +4.0% | +5.1% |
| 3M | -1.9% | +6.2% | -8.1% | -3.9% |
| 6M | +31.2% | +19.4% | +11.8% | +23.7% |
| YTD | -11.2% | +0.5% | -11.8% | -12.3% |
| 1Y | -14.0% | -3.9% | -10.0% | -13.9% |
| 3Y | +20.7% | +72.5% | -51.9% | -2.6% |
| All | -7.4% | -7.7% | +0.3% | -8.1% |
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