+268.3%
AMD vs RMD
-6.1%
+274.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -0.5% | +15.2% | +14.9% |
| 7D | +6.5% | +3.1% | +3.4% | +5.3% |
| 30D | -15.3% | +1.8% | -17.0% | -15.9% |
| 3M | +9.7% | +6.7% | +3.0% | +6.8% |
| 6M | +13.2% | +13.9% | -0.7% | +5.9% |
| YTD | +140.6% | -2.0% | +142.6% | +137.0% |
| 1Y | +111.2% | -5.4% | +116.6% | +110.9% |
| 3Y | +334.4% | +67.4% | +267.1% | +207.1% |
| 5Y | +268.3% | -5.7% | +274.1% | +243.2% |
| All | +268.3% | -6.1% | +274.5% | +243.2% |
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