+3,316.8%
ALL vs RMD
+37,961.8%
-34,645.0%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.7% | -2.8% | -4.2% |
| 7D | -1.9% | +2.3% | -4.3% | -2.3% |
| 30D | +13.8% | +4.1% | +9.7% | +13.0% |
| 3M | -7.0% | +5.7% | -12.7% | -7.9% |
| 6M | +18.0% | +12.9% | +5.1% | +15.4% |
| YTD | +24.2% | -1.5% | +25.7% | +23.8% |
| 1Y | +31.2% | -4.8% | +35.9% | +31.4% |
| 3Y | +107.5% | +57.5% | +50.0% | +88.9% |
| 5Y | +144.8% | -5.5% | +150.3% | +138.2% |
| 10Y | +375.8% | +357.8% | +18.0% | +259.5% |
| All | +3,316.8% | +37,961.8% | -34,645.0% | +1,910.7% |
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