+75.8%
ALB vs RMD
-20.7%
+96.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.8% |
| 7D | -8.6% | -4.7% | -3.9% | -8.7% |
| 30D | -4.0% | +0.2% | -4.3% | -4.1% |
| 3M | -17.4% | +12.0% | -29.4% | -17.7% |
| 6M | -25.4% | -12.5% | -12.8% | -20.2% |
| YTD | -10.5% | -7.9% | -2.6% | -6.6% |
| 1Y | +75.8% | -20.4% | +96.2% | +87.7% |
| All | +75.8% | -20.7% | +96.5% | +87.7% |
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 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