-17.4%
ALB vs RMD
-3.5%
-13.9%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.4% |
| 7D | -5.8% | +2.1% | -7.8% | -5.8% |
| 30D | -4.5% | +2.1% | -6.6% | -4.5% |
| 3M | -28.1% | +6.2% | -34.3% | -27.9% |
| 6M | -53.2% | +19.4% | -72.6% | -52.9% |
| YTD | -33.3% | +0.5% | -33.9% | -30.7% |
| 1Y | -17.4% | -3.9% | -13.5% | -11.8% |
| All | -17.4% | -3.5% | -13.9% | -11.8% |
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