+151.4%
B vs RMD
+37,961.8%
-37,810.4%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.7% |
| 7D | +9.6% | +2.3% | +7.3% | +9.4% |
| 30D | +3.5% | +4.1% | -0.6% | +3.1% |
| 3M | -1.6% | +5.7% | -7.3% | -2.2% |
| 6M | -1.7% | +12.9% | -14.6% | -3.1% |
| YTD | -5.3% | -1.5% | -3.8% | -5.5% |
| 1Y | +27.2% | -4.8% | +32.0% | +27.4% |
| 3Y | +166.1% | +57.5% | +108.6% | +152.7% |
| 5Y | +136.5% | -5.5% | +142.0% | +133.4% |
| 10Y | +172.2% | +357.8% | -185.6% | +136.2% |
| All | +151.4% | +37,961.8% | -37,810.4% | +69.3% |
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