+223.5%
C vs RMD
+350.6%
-127.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.0% |
| 7D | -2.4% | +2.3% | -4.7% | -3.1% |
| 30D | -6.0% | +4.1% | -10.1% | -7.2% |
| 3M | -10.5% | +5.7% | -16.3% | -12.4% |
| 6M | -5.7% | +12.9% | -18.6% | -9.9% |
| YTD | +4.1% | -1.5% | +5.6% | +3.5% |
| 1Y | +20.5% | -4.8% | +25.2% | +20.9% |
| 3Y | +208.1% | +57.5% | +150.6% | +156.5% |
| 5Y | +110.4% | -5.5% | +115.9% | +101.9% |
| All | +223.5% | +350.6% | -127.1% | +111.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling