+55.3%
B vs RMD
-19.2%
+74.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.2% | +1.7% | -1.1% |
| 7D | +2.3% | -4.5% | +6.8% | +2.8% |
| 30D | +1.4% | +4.6% | -3.2% | +1.1% |
| 3M | +12.2% | +14.8% | -2.6% | +10.3% |
| 6M | -2.1% | -12.1% | +10.0% | +4.0% |
| YTD | +2.9% | -7.5% | +10.4% | +7.5% |
| 1Y | +55.3% | -20.1% | +75.4% | +68.1% |
| All | +55.3% | -19.2% | +74.5% | +68.1% |
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 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