+138.0%
B vs RMD
-5.3%
+143.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.9% |
| 7D | +9.6% | +2.3% | +7.3% | +9.2% |
| 30D | +3.5% | +4.1% | -0.6% | +2.8% |
| 3M | -1.6% | +5.7% | -7.3% | -2.7% |
| 6M | -1.7% | +12.9% | -14.6% | -4.2% |
| YTD | -5.3% | -1.5% | -3.8% | -5.3% |
| 1Y | +27.2% | -4.8% | +32.0% | +27.9% |
| 3Y | +166.1% | +57.5% | +108.6% | +137.9% |
| All | +138.0% | -5.3% | +143.2% | +126.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling