+135.1%
ADI vs RMD
-22.9%
+158.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.7% |
| 7D | +2.6% | -4.7% | +7.4% | +4.3% |
| 30D | -4.6% | +0.2% | -4.9% | -4.9% |
| 3M | -9.5% | +12.0% | -21.5% | -14.0% |
| 6M | +14.8% | -12.5% | +27.4% | +19.6% |
| YTD | +35.8% | -7.9% | +43.8% | +38.3% |
| 1Y | +48.9% | -20.4% | +69.3% | +60.3% |
| 3Y | +115.6% | +53.1% | +62.4% | +75.8% |
| 5Y | +135.1% | -22.1% | +157.2% | +141.0% |
| All | +135.1% | -22.9% | +158.0% | +141.0% |
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