+1,559.3%
ASML vs RMD
+346.1%
+1,213.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.9% | -2.6% |
| 7D | +10.4% | +0.1% | +10.3% | +10.3% |
| 30D | -12.7% | +1.9% | -14.6% | -13.7% |
| 3M | -17.2% | +6.3% | -23.5% | -19.8% |
| 6M | -1.3% | +18.2% | -19.5% | -10.0% |
| YTD | +40.8% | +0.3% | +40.5% | +37.4% |
| 1Y | +45.2% | -4.3% | +49.5% | +44.3% |
| 3Y | +131.8% | +71.3% | +60.5% | +69.4% |
| 5Y | +84.0% | -1.8% | +85.8% | +71.7% |
| All | +1,559.3% | +346.1% | +1,213.1% | +833.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling