+4,465.5%
ADP vs RMD
+37,769.3%
-33,303.8%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.2% |
| 7D | +3.2% | +3.1% | +0.1% | +2.7% |
| 30D | +12.8% | +1.8% | +11.0% | +12.3% |
| 3M | +12.3% | +6.7% | +5.6% | +11.1% |
| 6M | +45.4% | +13.9% | +31.5% | +42.1% |
| YTD | +21.4% | -2.0% | +23.4% | +21.2% |
| 1Y | +23.7% | -5.4% | +29.1% | +24.2% |
| 3Y | +43.6% | +67.4% | -23.7% | +30.2% |
| 5Y | +48.7% | -5.7% | +54.4% | +45.9% |
| 10Y | +316.1% | +338.4% | -22.3% | +230.5% |
| All | +4,465.5% | +37,769.3% | -33,303.8% | +2,606.1% |
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