+72.8%
AG vs RMD
-22.9%
+95.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.2% |
| 7D | -0.1% | -4.7% | +4.6% | +1.6% |
| 30D | +12.5% | +0.2% | +12.2% | +12.4% |
| 3M | +28.2% | +12.0% | +16.2% | +22.5% |
| 6M | -18.8% | -12.5% | -6.3% | -15.2% |
| YTD | +27.4% | -7.9% | +35.3% | +30.6% |
| 1Y | +132.2% | -20.4% | +152.6% | +150.7% |
| 3Y | +286.9% | +53.1% | +233.7% | +212.6% |
| 5Y | +72.8% | -22.1% | +94.9% | +73.7% |
| All | +72.8% | -22.9% | +95.7% | +73.7% |
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