+29.4%
B vs RMD
-1.9%
+31.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +5.9% | +2.4% | +7.4% |
| 7D | +1.1% | -3.9% | +5.0% | +1.3% |
| 30D | +0.3% | +7.9% | -7.6% | -0.4% |
| 3M | +5.4% | +8.1% | -2.7% | +4.9% |
| 6M | +5.5% | +15.5% | -10.0% | +5.3% |
| YTD | -6.3% | +0.7% | -7.0% | -2.0% |
| 1Y | +29.4% | -1.4% | +30.7% | +37.7% |
| All | +29.4% | -1.9% | +31.2% | +37.7% |
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