+337.5%
AMD vs RMD
-19.3%
+356.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.4% | +5.1% | +4.8% |
| 7D | +2.6% | -5.0% | +7.6% | +4.4% |
| 30D | -0.9% | +2.2% | -3.2% | -1.9% |
| 3M | -8.7% | +17.8% | -26.6% | -15.4% |
| 6M | +136.3% | -11.3% | +147.7% | +146.0% |
| YTD | +123.0% | -4.4% | +127.4% | +122.3% |
| 1Y | +195.2% | -15.7% | +210.9% | +210.8% |
| 3Y | +336.3% | +47.7% | +288.6% | +230.0% |
| All | +337.5% | -19.3% | +356.9% | +326.1% |
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 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