+12.6%
AGG vs RMD
+50.8%
-38.2%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | -0.9% | -4.2% | +3.3% | -0.8% |
| 30D | -1.0% | -2.1% | +1.1% | -0.9% |
| 3M | -1.3% | +13.8% | -15.1% | -1.9% |
| 6M | -2.1% | -10.6% | +8.5% | -1.7% |
| YTD | -1.2% | -8.1% | +6.9% | -1.0% |
| 1Y | -0.5% | -18.0% | +17.5% | +0.2% |
| All | +12.6% | +50.8% | -38.2% | +9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling