+282.0%
C vs RMD
+36,837.6%
-36,555.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | +3.6% | -5.0% | +8.6% | +5.0% |
| 30D | +0.1% | +2.2% | -2.2% | -0.7% |
| 3M | +2.4% | +17.8% | -15.4% | -2.3% |
| 6M | +24.9% | -11.3% | +36.3% | +28.0% |
| YTD | +19.8% | -4.4% | +24.2% | +20.3% |
| 1Y | +44.9% | -15.7% | +60.6% | +50.0% |
| 3Y | +263.0% | +47.7% | +215.2% | +217.0% |
| 5Y | +129.5% | -19.2% | +148.7% | +130.3% |
| 10Y | +291.6% | +280.4% | +11.2% | +156.6% |
| All | +282.0% | +36,837.6% | -36,555.6% | +36.6% |
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