+85.9%
AMZN vs RMD
+52.4%
+33.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | 0.0% |
| 7D | +0.8% | -4.5% | +5.3% | +1.6% |
| 30D | -6.4% | +4.6% | -11.0% | -7.1% |
| 3M | +4.8% | +14.8% | -10.0% | +2.1% |
| 6M | +20.5% | -12.1% | +32.6% | +22.7% |
| YTD | +11.3% | -7.5% | +18.8% | +12.1% |
| 1Y | +9.0% | -20.1% | +29.0% | +12.6% |
| 3Y | +85.9% | +53.9% | +32.0% | +72.6% |
| All | +85.9% | +52.4% | +33.5% | +72.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling