+3,303.1%
ALL vs RMD
+38,033.0%
-34,729.9%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -3.9% | +1.2% | -5.1% | -4.0% |
| 30D | +10.6% | +2.5% | +8.1% | +10.1% |
| 3M | -4.6% | +11.5% | -16.1% | -6.3% |
| 6M | +20.2% | +14.7% | +5.5% | +17.2% |
| YTD | +23.7% | -1.3% | +25.0% | +23.3% |
| 1Y | +27.9% | -5.3% | +33.2% | +28.2% |
| 3Y | +109.2% | +68.8% | +40.4% | +88.3% |
| 5Y | +148.0% | -5.9% | +153.9% | +141.4% |
| 10Y | +363.8% | +348.7% | +15.1% | +251.4% |
| All | +3,303.1% | +38,033.0% | -34,729.9% | +1,902.1% |
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