+151.2%
ADI vs RMD
+68.2%
+83.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.9% | +2.1% | +3.5% |
| 7D | +0.7% | -0.8% | +1.5% | +0.9% |
| 30D | +0.7% | +1.7% | -1.0% | +0.1% |
| 3M | +6.5% | +6.4% | +0.1% | +4.3% |
| 6M | -2.7% | +20.7% | -23.4% | -9.2% |
| YTD | +52.2% | -0.2% | +52.4% | +51.6% |
| 1Y | +77.5% | -4.5% | +82.0% | +79.6% |
| All | +151.2% | +68.2% | +83.0% | +118.1% |
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 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