+132.9%
ADBE vs RMD
+346.1%
-213.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.2% |
| 7D | -3.2% | +0.1% | -3.3% | -3.2% |
| 30D | +1.0% | +1.9% | -1.0% | -0.1% |
| 3M | -7.8% | +6.3% | -14.1% | -10.4% |
| 6M | -1.0% | +18.2% | -19.2% | -8.5% |
| YTD | -31.8% | +0.3% | -32.1% | -33.0% |
| 1Y | -29.2% | -4.3% | -25.0% | -29.1% |
| 3Y | -60.1% | +71.3% | -131.3% | -70.9% |
| 5Y | -63.7% | -1.8% | -61.9% | -65.9% |
| All | +132.9% | +346.1% | -213.2% | +12.5% |
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