+49.1%
D vs RMD
+347.3%
-298.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | 0.0% | +0.2% |
| 7D | -1.4% | +2.1% | -3.5% | -1.8% |
| 30D | +7.7% | +2.1% | +5.7% | +7.0% |
| 3M | -0.3% | +6.2% | -6.5% | -2.0% |
| 6M | +10.1% | +19.4% | -9.3% | +4.8% |
| YTD | +19.1% | +0.5% | +18.5% | +17.6% |
| 1Y | +15.9% | -3.9% | +19.9% | +15.7% |
| 3Y | +75.0% | +72.5% | +2.5% | +46.0% |
| 5Y | +13.4% | -1.5% | +14.9% | +7.9% |
| All | +49.1% | +347.3% | -298.2% | +3.2% |
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