+26.3%
ADM vs RMD
-5.3%
+31.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.6% |
| 7D | -9.0% | +2.3% | -11.4% | -9.2% |
| 30D | -14.0% | +4.1% | -18.1% | -14.4% |
| 3M | -9.2% | +5.7% | -14.9% | -9.8% |
| 6M | -9.2% | +12.9% | -22.1% | -10.5% |
| YTD | +24.2% | -1.5% | +25.7% | +24.0% |
| 1Y | +27.0% | -4.8% | +31.7% | +27.3% |
| 3Y | +6.6% | +57.5% | -50.9% | -0.8% |
| All | +26.3% | -5.3% | +31.6% | +26.2% |
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