+232.0%
C vs RMD
+37,961.9%
-37,729.8%
-98.0%
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% | +0.9% |
| 7D | -2.4% | +2.3% | -4.7% | -3.0% |
| 30D | -6.0% | +4.1% | -10.1% | -7.1% |
| 3M | -10.5% | +5.7% | -16.3% | -12.2% |
| 6M | -5.7% | +12.9% | -18.6% | -9.4% |
| YTD | +4.1% | -1.5% | +5.6% | +3.5% |
| 1Y | +20.5% | -4.8% | +25.2% | +20.8% |
| 3Y | +208.1% | +57.5% | +150.6% | +164.8% |
| 5Y | +110.4% | -5.5% | +115.9% | +102.5% |
| 10Y | +234.6% | +357.8% | -123.2% | +109.1% |
| All | +232.0% | +37,961.9% | -37,729.8% | +17.6% |
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 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