+317.2%
ADP vs RMD
+346.1%
-29.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | +11.6% | +1.9% | +9.7% | +10.6% |
| 3M | +15.1% | +6.3% | +8.8% | +12.6% |
| 6M | +46.0% | +18.2% | +27.8% | +37.7% |
| YTD | +22.4% | +0.3% | +22.1% | +20.9% |
| 1Y | +24.5% | -4.3% | +28.7% | +24.7% |
| 3Y | +44.8% | +71.3% | -26.5% | +14.5% |
| 5Y | +49.1% | -1.8% | +50.9% | +41.0% |
| All | +317.2% | +346.1% | -29.0% | +151.4% |
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