+49.1%
ADP vs RMD
-5.3%
+54.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.4% | -0.8% |
| 7D | +3.2% | +2.3% | +0.9% | +2.7% |
| 30D | +14.9% | +4.1% | +10.8% | +13.5% |
| 3M | +11.6% | +5.7% | +5.9% | +9.8% |
| 6M | +48.5% | +12.9% | +35.6% | +43.5% |
| YTD | +20.6% | -1.5% | +22.1% | +20.0% |
| 1Y | +23.7% | -4.8% | +28.4% | +24.0% |
| 3Y | +47.8% | +57.5% | -9.7% | +25.6% |
| All | +49.1% | -5.3% | +54.4% | +47.8% |
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 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