+145.0%
ALL vs RMD
-5.3%
+150.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.7% | -2.8% | -4.3% |
| 7D | -1.9% | +2.3% | -4.3% | -2.2% |
| 30D | +13.8% | +4.1% | +9.7% | +13.1% |
| 3M | -7.0% | +5.7% | -12.7% | -7.8% |
| 6M | +18.0% | +12.9% | +5.1% | +16.0% |
| YTD | +24.2% | -1.5% | +25.7% | +23.7% |
| 1Y | +31.2% | -4.8% | +35.9% | +31.1% |
| 3Y | +107.5% | +57.5% | +50.0% | +92.6% |
| All | +145.0% | -5.3% | +150.3% | +139.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling