+270.5%
ADP vs RMD
+265.7%
+4.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.2% | -0.3% | -2.5% |
| 7D | -5.5% | -4.5% | -1.0% | -4.1% |
| 30D | -1.2% | +4.6% | -5.8% | -2.6% |
| 3M | +17.9% | +14.8% | +3.1% | +12.7% |
| 6M | +20.3% | -12.1% | +32.4% | +24.5% |
| YTD | +5.8% | -7.5% | +13.3% | +7.5% |
| 1Y | -7.7% | -20.1% | +12.3% | -2.0% |
| 3Y | +14.7% | +53.9% | -39.2% | -6.1% |
| 5Y | +45.8% | -22.2% | +68.0% | +50.0% |
| 10Y | +270.5% | +268.2% | +2.3% | +140.8% |
| All | +270.5% | +265.7% | +4.8% | +140.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling