+286.5%
C vs RMD
+265.7%
+20.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | +0.2% |
| 7D | +3.2% | -4.5% | +7.6% | +4.5% |
| 30D | +1.3% | +4.6% | -3.3% | -0.2% |
| 3M | +3.1% | +14.8% | -11.7% | -1.5% |
| 6M | +29.6% | -12.1% | +41.7% | +33.6% |
| YTD | +19.0% | -7.5% | +26.4% | +20.7% |
| 1Y | +45.6% | -20.1% | +65.7% | +54.0% |
| 3Y | +269.3% | +53.9% | +215.4% | +208.9% |
| 5Y | +131.6% | -22.2% | +153.8% | +136.9% |
| 10Y | +286.5% | +268.2% | +18.3% | +158.6% |
| All | +286.5% | +265.7% | +20.9% | +158.6% |
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