+29.0%
ALL vs RMD
-19.2%
+48.2%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.2% | +0.8% | -1.8% |
| 7D | -1.7% | -4.5% | +2.7% | -1.0% |
| 30D | -4.7% | +4.6% | -9.3% | -5.5% |
| 3M | +18.4% | +14.8% | +3.6% | +15.4% |
| 6M | +20.5% | -12.1% | +32.6% | +21.5% |
| YTD | +23.5% | -7.5% | +31.0% | +22.4% |
| 1Y | +29.0% | -20.1% | +49.0% | +32.6% |
| All | +29.0% | -19.2% | +48.2% | +32.6% |
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