-20.2%
ARM vs RMD
+14.1%
-34.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.1% | -0.5% | -12.6% | -13.2% |
| 7D | -27.1% | -5.3% | -21.8% | -28.1% |
| 30D | -44.9% | +8.4% | -53.3% | -41.6% |
| 3M | -39.3% | +7.1% | -46.4% | -35.5% |
| 6M | -20.2% | +15.8% | -36.0% | -2.0% |
| All | -20.2% | +14.1% | -34.2% | -2.0% |
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