+48.8%
D vs RMD
+346.1%
-297.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.9% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | +8.4% | +1.9% | +6.4% | +7.7% |
| 3M | +0.2% | +6.3% | -6.1% | -1.5% |
| 6M | +9.5% | +18.2% | -8.8% | +4.4% |
| YTD | +18.8% | +0.3% | +18.5% | +17.4% |
| 1Y | +14.7% | -4.3% | +19.0% | +14.6% |
| 3Y | +72.9% | +71.3% | +1.7% | +44.5% |
| 5Y | +13.1% | -1.8% | +14.9% | +7.7% |
| All | +48.8% | +346.1% | -297.4% | +3.0% |
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