+51.0%
ASML vs RMD
-3.7%
+54.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.1% | +1.9% |
| 7D | +2.5% | -0.8% | +3.4% | +2.5% |
| 30D | -12.2% | +1.7% | -13.9% | -11.6% |
| 3M | -14.6% | +6.4% | -21.0% | -13.5% |
| 6M | -1.7% | +20.7% | -22.5% | -0.1% |
| YTD | +44.3% | -0.2% | +44.5% | +57.6% |
| 1Y | +51.0% | -4.5% | +55.5% | +64.7% |
| All | +51.0% | -3.7% | +54.7% | +64.7% |
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