+87.3%
ALB vs RMD
+269.7%
-182.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.6% |
| 7D | -8.6% | -4.7% | -3.9% | -7.0% |
| 30D | -4.0% | +0.2% | -4.3% | -4.3% |
| 3M | -17.4% | +12.0% | -29.4% | -21.8% |
| 6M | -25.4% | -12.5% | -12.8% | -22.5% |
| YTD | -10.5% | -7.9% | -2.6% | -9.3% |
| 1Y | +75.8% | -20.4% | +96.2% | +88.6% |
| 3Y | -28.5% | +53.1% | -81.6% | -43.4% |
| 5Y | -45.1% | -22.1% | -23.0% | -43.4% |
| 10Y | +87.3% | +275.4% | -188.1% | +13.4% |
| All | +87.3% | +269.7% | -182.4% | +13.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling