+8,088.6%
ADI vs RMD
+38,753.6%
-30,665.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.0% | -2.8% |
| 7D | +9.5% | +2.1% | +7.4% | +8.9% |
| 30D | -1.4% | +2.1% | -3.5% | -2.1% |
| 3M | +4.7% | +6.2% | -1.5% | +2.7% |
| 6M | -7.4% | +19.4% | -26.8% | -12.4% |
| YTD | +48.1% | +0.5% | +47.5% | +45.9% |
| 1Y | +69.6% | -3.9% | +73.6% | +69.1% |
| 3Y | +144.4% | +72.5% | +71.8% | +108.4% |
| 5Y | +134.1% | -1.5% | +135.6% | +126.1% |
| 10Y | +632.8% | +345.8% | +287.0% | +397.6% |
| All | +8,088.6% | +38,753.6% | -30,665.0% | +3,007.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling