-24.4%
ACN vs RMD
-6.0%
-18.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.5% | -2.4% |
| 7D | -2.5% | +1.2% | -3.7% | -2.9% |
| 30D | +22.6% | +2.5% | +20.2% | +21.3% |
| 3M | +45.9% | +11.5% | +34.4% | +40.5% |
| 6M | +43.8% | +14.7% | +29.1% | +37.0% |
| YTD | -2.5% | -1.3% | -1.1% | -2.9% |
| 1Y | +6.5% | -5.3% | +11.8% | +7.3% |
| 3Y | -14.2% | +68.8% | -82.9% | -31.6% |
| 5Y | -24.4% | -5.9% | -18.6% | -25.7% |
| All | -24.4% | -6.0% | -18.4% | -25.7% |
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