-26.4%
ARM vs RMD
+14.3%
-40.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.7% | +6.4% | +4.1% |
| 7D | -15.2% | +2.3% | -17.6% | -14.3% |
| 30D | -40.7% | +4.1% | -44.8% | -38.2% |
| 3M | -39.1% | +5.7% | -44.8% | -35.5% |
| 6M | -26.4% | +12.9% | -39.3% | -13.8% |
| All | -26.4% | +14.3% | -40.7% | -13.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling