+46.1%
ASML vs RMD
-1.9%
+48.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +5.9% | -9.5% | -3.1% |
| 7D | -10.0% | -3.9% | -6.2% | -9.9% |
| 30D | -19.4% | +7.9% | -27.4% | -18.4% |
| 3M | -12.5% | +8.1% | -20.6% | -11.1% |
| 6M | +8.2% | +15.5% | -7.3% | +12.6% |
| YTD | +40.7% | +0.7% | +40.0% | +54.0% |
| 1Y | +46.1% | -1.4% | +47.5% | +59.9% |
| All | +46.1% | -1.9% | +48.0% | +59.9% |
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