+142.9%
ADI vs RMD
-4.0%
+146.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.9% | +2.1% | +3.4% |
| 7D | +0.7% | -0.8% | +1.5% | +1.0% |
| 30D | +0.7% | +1.7% | -1.0% | -0.1% |
| 3M | +6.5% | +6.4% | +0.1% | +3.7% |
| 6M | -2.7% | +20.7% | -23.4% | -10.5% |
| YTD | +52.2% | -0.2% | +52.4% | +50.2% |
| 1Y | +77.5% | -4.5% | +82.0% | +78.2% |
| 3Y | +148.8% | +70.5% | +78.2% | +94.3% |
| 5Y | +142.9% | -1.6% | +144.5% | +134.1% |
| All | +142.9% | -4.0% | +146.9% | +134.1% |
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 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