+3,380.6%
ALL vs RMD
+36,837.6%
-33,457.0%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -1.0% | -1.3% |
| 7D | 0.0% | -5.0% | +5.0% | +0.8% |
| 30D | -1.5% | +2.2% | -3.7% | -1.9% |
| 3M | +23.6% | +17.8% | +5.8% | +20.3% |
| 6M | +22.3% | -11.3% | +33.7% | +24.2% |
| YTD | +26.5% | -4.4% | +30.9% | +26.8% |
| 1Y | +27.0% | -15.7% | +42.7% | +29.7% |
| 3Y | +149.6% | +47.7% | +101.8% | +129.4% |
| 5Y | +118.1% | -19.2% | +137.3% | +117.7% |
| 10Y | +369.0% | +280.4% | +88.6% | +264.2% |
| All | +3,380.6% | +36,837.6% | -33,457.0% | +1,959.9% |
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