+7,353.6%
ADI vs RMD
+36,837.6%
-29,484.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | +0.4% | -5.0% | +5.4% | +1.7% |
| 30D | -3.8% | +2.2% | -6.0% | -4.5% |
| 3M | -15.3% | +17.8% | -33.1% | -19.2% |
| 6M | +6.7% | -11.3% | +18.0% | +9.0% |
| YTD | +34.8% | -4.4% | +39.2% | +35.0% |
| 1Y | +49.0% | -15.7% | +64.8% | +53.9% |
| 3Y | +108.1% | +47.7% | +60.3% | +84.5% |
| 5Y | +142.4% | -19.2% | +161.6% | +146.0% |
| 10Y | +589.9% | +280.4% | +309.5% | +386.7% |
| All | +7,353.6% | +36,837.6% | -29,484.0% | +2,773.5% |
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