+296.4%
ARM vs RMD
+59.7%
+236.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +4.0% |
| 7D | +5.5% | -5.0% | +10.4% | +7.1% |
| 30D | -8.2% | +2.2% | -10.4% | -9.0% |
| 3M | -35.9% | +17.8% | -53.8% | -40.0% |
| 6M | +103.1% | -11.3% | +114.5% | +113.7% |
| YTD | +130.6% | -4.4% | +135.0% | +134.0% |
| 1Y | +86.1% | -15.7% | +101.8% | +99.1% |
| All | +296.4% | +59.7% | +236.7% | +207.2% |
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