-5.6%
COST vs RMD
-18.7%
+13.1%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.3% |
| 7D | -1.2% | -4.4% | +3.2% | -0.7% |
| 30D | -4.7% | -3.1% | -1.6% | -4.4% |
| 3M | -7.1% | +13.8% | -20.9% | -8.8% |
| 6M | -8.5% | -8.6% | 0.0% | -9.3% |
| YTD | +5.4% | -8.6% | +14.0% | +4.9% |
| 1Y | -5.6% | -19.7% | +14.0% | -7.6% |
| All | -5.6% | -18.7% | +13.1% | -7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling