+62.1%
D vs RMD
+51.0%
+11.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.4% |
| 7D | +1.5% | -5.0% | +6.4% | +2.1% |
| 30D | -2.6% | +2.2% | -4.8% | -2.9% |
| 3M | 0.0% | +17.8% | -17.8% | -2.3% |
| 6M | +7.4% | -11.3% | +18.7% | +8.8% |
| YTD | +15.9% | -4.4% | +20.3% | +16.0% |
| 1Y | +18.1% | -15.7% | +33.8% | +20.2% |
| All | +62.1% | +51.0% | +11.1% | +46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling