+114.1%
AG vs RMD
-20.3%
+134.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.7% | -4.8% |
| 7D | -5.8% | -4.2% | -1.6% | -4.3% |
| 30D | +6.4% | -2.1% | +8.4% | +7.1% |
| 3M | +28.4% | +13.8% | +14.6% | +21.5% |
| 6M | -24.5% | -10.6% | -13.8% | -13.7% |
| YTD | +21.2% | -8.1% | +29.3% | +32.9% |
| 1Y | +114.1% | -18.0% | +132.1% | +179.1% |
| All | +114.1% | -20.3% | +134.4% | +179.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling