+177.4%
B vs RMD
+36,837.6%
-36,660.3%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.2% |
| 7D | -1.6% | -5.0% | +3.4% | -1.1% |
| 30D | +9.4% | +2.2% | +7.2% | +9.1% |
| 3M | +5.0% | +17.8% | -12.9% | +3.2% |
| 6M | -3.5% | -11.3% | +7.8% | -2.7% |
| YTD | +4.5% | -4.4% | +8.9% | +4.6% |
| 1Y | +67.8% | -15.7% | +83.5% | +70.0% |
| 3Y | +196.7% | +47.7% | +149.0% | +183.2% |
| 5Y | +151.9% | -19.2% | +171.1% | +152.0% |
| 10Y | +202.2% | +280.4% | -78.2% | +165.8% |
| All | +177.4% | +36,837.6% | -36,660.3% | +87.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling