+216.5%
AZN vs RMD
+274.3%
-57.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | -1.6% | -4.4% | +2.9% | -0.6% |
| 30D | +1.1% | -3.1% | +4.2% | +1.7% |
| 3M | -12.1% | +13.8% | -25.9% | -14.8% |
| 6M | -17.1% | -8.6% | -8.6% | -16.0% |
| YTD | -12.0% | -8.6% | -3.3% | -10.9% |
| 1Y | -0.2% | -19.7% | +19.5% | +3.6% |
| 3Y | +26.8% | +48.4% | -21.6% | +12.5% |
| 5Y | +56.9% | -22.7% | +79.6% | +59.8% |
| All | +216.5% | +274.3% | -57.8% | +116.1% |
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