+207.2%
C vs RMD
+344.9%
-137.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +4.7% | -0.2% | +4.9% | +4.8% |
| 30D | +0.2% | +1.6% | -1.5% | -0.5% |
| 3M | -9.3% | +6.0% | -15.3% | -11.2% |
| 6M | -0.8% | +17.9% | -18.8% | -6.4% |
| YTD | +8.5% | 0.0% | +8.5% | +7.4% |
| 1Y | +23.1% | -4.5% | +27.6% | +23.5% |
| 3Y | +220.8% | +70.8% | +150.0% | +160.2% |
| 5Y | +112.4% | -2.0% | +114.4% | +101.5% |
| All | +207.2% | +344.9% | -137.7% | +98.1% |
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 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