+2,622.8%
ALB vs RMD
+36,837.6%
-34,214.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.1% | -4.4% |
| 7D | -8.1% | -5.0% | -3.1% | -7.2% |
| 30D | +6.3% | +2.2% | +4.0% | +5.6% |
| 3M | -23.6% | +17.8% | -41.4% | -26.4% |
| 6M | -24.6% | -11.3% | -13.3% | -23.4% |
| YTD | -10.3% | -4.4% | -5.8% | -10.2% |
| 1Y | +61.5% | -15.7% | +77.2% | +65.5% |
| 3Y | -34.0% | +47.7% | -81.7% | -40.1% |
| 5Y | -44.6% | -19.2% | -25.4% | -44.0% |
| 10Y | +76.1% | +280.4% | -204.3% | +35.8% |
| All | +2,622.8% | +36,837.6% | -34,214.8% | +1,440.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling