+147.1%
AMAT vs RMD
-7.7%
+154.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -3.0% | -2.8% |
| 7D | +11.4% | +2.1% | +9.3% | +10.6% |
| 30D | -17.0% | +2.1% | -19.1% | -17.8% |
| 3M | -30.6% | +6.2% | -36.9% | -32.5% |
| 6M | -14.9% | +19.4% | -34.3% | -22.3% |
| YTD | +44.7% | +0.5% | +44.1% | +42.2% |
| 1Y | +66.9% | -3.9% | +70.8% | +67.3% |
| 3Y | +153.3% | +72.5% | +80.8% | +83.5% |
| All | +147.1% | -7.7% | +154.8% | +154.6% |
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 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