+0.3%
AG vs RMD
-7.7%
+7.9%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.5% |
| 7D | -10.0% | +2.1% | -12.0% | -10.6% |
| 30D | -10.5% | +2.1% | -12.6% | -11.1% |
| 3M | -27.3% | +6.2% | -33.5% | -28.8% |
| 6M | -43.0% | +19.4% | -62.4% | -46.9% |
| YTD | -17.9% | +0.5% | -18.4% | -18.5% |
| 1Y | +11.9% | -3.9% | +15.9% | +13.0% |
| 3Y | +201.8% | +72.5% | +129.3% | +135.0% |
| All | +0.3% | -7.7% | +7.9% | -4.7% |
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