+356.1%
ALL vs RMD
+265.7%
+90.5%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.2% | +0.8% | -1.7% |
| 7D | -1.7% | -4.5% | +2.7% | -0.8% |
| 30D | -4.7% | +4.6% | -9.3% | -5.7% |
| 3M | +18.4% | +14.8% | +3.6% | +14.6% |
| 6M | +20.5% | -12.1% | +32.6% | +23.2% |
| YTD | +23.5% | -7.5% | +31.0% | +24.7% |
| 1Y | +29.0% | -20.1% | +49.0% | +34.2% |
| 3Y | +153.7% | +53.9% | +99.8% | +120.4% |
| 5Y | +114.8% | -22.2% | +137.0% | +118.9% |
| 10Y | +356.1% | +268.2% | +87.9% | +252.8% |
| All | +356.1% | +265.7% | +90.5% | +252.8% |
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 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