+174.6%
ARM vs RMD
+64.6%
+110.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.7% | +6.4% | +5.2% |
| 7D | -15.2% | +2.3% | -17.6% | -15.9% |
| 30D | -40.7% | +4.1% | -44.8% | -41.4% |
| 3M | -39.1% | +5.7% | -44.8% | -40.4% |
| 6M | -26.4% | +12.9% | -39.3% | -30.0% |
| YTD | +59.7% | -1.5% | +61.3% | +60.3% |
| 1Y | +10.3% | -4.8% | +15.1% | +12.2% |
| 3Y | +228.9% | +57.5% | +171.4% | +157.4% |
| All | +174.6% | +64.6% | +110.0% | +110.4% |
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 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