+4,023.3%
ADP vs RMD
+36,837.6%
-32,814.3%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.0% |
| 7D | -3.4% | -5.0% | +1.6% | -2.7% |
| 30D | +2.8% | +2.2% | +0.6% | +2.4% |
| 3M | +20.9% | +17.8% | +3.1% | +17.8% |
| 6M | +29.9% | -11.3% | +41.2% | +31.9% |
| YTD | +9.6% | -4.4% | +14.1% | +10.0% |
| 1Y | -5.3% | -15.7% | +10.5% | -3.1% |
| 3Y | +16.5% | +47.7% | -31.3% | +7.6% |
| 5Y | +49.4% | -19.2% | +68.6% | +50.1% |
| 10Y | +282.2% | +280.4% | +1.8% | +209.2% |
| All | +4,023.3% | +36,837.6% | -32,814.3% | +2,356.3% |
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