+193.4%
B vs RMD
+265.7%
-72.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.2% | +1.7% | -0.8% |
| 7D | +2.3% | -4.5% | +6.8% | +3.2% |
| 30D | +1.4% | +4.6% | -3.2% | +0.4% |
| 3M | +12.2% | +14.8% | -2.6% | +8.8% |
| 6M | -2.1% | -12.1% | +10.0% | 0.0% |
| YTD | +2.9% | -7.5% | +10.4% | +4.0% |
| 1Y | +55.3% | -20.1% | +75.4% | +61.4% |
| 3Y | +198.7% | +53.9% | +144.8% | +165.7% |
| 5Y | +153.8% | -22.2% | +176.0% | +156.5% |
| 10Y | +193.4% | +268.2% | -74.8% | +152.0% |
| All | +193.4% | +265.7% | -72.3% | +152.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling