-54.4%
ADBE vs RMD
+51.8%
-106.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.2% | -0.3% | -2.7% |
| 7D | -10.1% | -4.5% | -5.6% | -9.1% |
| 30D | -3.0% | +4.6% | -7.6% | -3.9% |
| 3M | +5.0% | +14.8% | -9.8% | +2.0% |
| 6M | -9.3% | -12.1% | +2.8% | -7.2% |
| YTD | -26.5% | -7.5% | -19.0% | -25.8% |
| 1Y | -28.3% | -20.1% | -8.2% | -25.3% |
| All | -54.4% | +51.8% | -106.2% | -57.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling