+553.0%
AMZN vs RMD
+276.6%
+276.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -2.7% | -4.2% | +1.5% | -1.4% |
| 30D | -7.5% | -2.1% | -5.4% | -6.9% |
| 3M | +5.8% | +13.8% | -7.9% | +1.2% |
| 6M | +17.5% | -10.6% | +28.1% | +20.9% |
| YTD | +9.1% | -8.1% | +17.2% | +10.8% |
| 1Y | +9.4% | -18.0% | +27.3% | +14.9% |
| 3Y | +82.2% | +52.9% | +29.4% | +49.3% |
| 5Y | +45.2% | -22.3% | +67.5% | +48.1% |
| All | +553.0% | +276.6% | +276.4% | +295.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling