+17.2%
ARM vs RMD
-5.4%
+22.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -2.7% |
| 7D | -10.4% | +3.1% | -13.5% | -9.9% |
| 30D | -31.8% | +1.8% | -33.6% | -30.9% |
| 3M | -32.2% | +6.7% | -38.9% | -30.6% |
| 6M | -14.9% | +13.9% | -28.8% | -9.2% |
| YTD | +66.0% | -2.0% | +68.0% | +84.4% |
| 1Y | +17.2% | -5.4% | +22.6% | +30.3% |
| All | +17.2% | -5.4% | +22.6% | +30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling