+272,232.7%
AMZN vs RMD
+22,369.5%
+249,863.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | +2.8% | +2.1% | +0.8% | +2.2% |
| 30D | +5.0% | +2.1% | +2.9% | +4.1% |
| 3M | +0.6% | +6.2% | -5.7% | -1.6% |
| 6M | -1.3% | +19.4% | -20.7% | -7.3% |
| YTD | +15.5% | +0.5% | +15.0% | +13.8% |
| 1Y | +12.2% | -3.9% | +16.2% | +12.0% |
| 3Y | +87.0% | +72.5% | +14.5% | +51.3% |
| 5Y | +51.3% | -1.5% | +52.8% | +43.3% |
| 10Y | +621.7% | +345.8% | +275.9% | +312.3% |
| All | +272,232.7% | +22,369.5% | +249,863.2% | +52,679.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling