+7.8%
D vs RMD
-19.3%
+27.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.4% |
| 7D | +1.5% | -5.0% | +6.4% | +2.2% |
| 30D | -2.6% | +2.2% | -4.8% | -3.0% |
| 3M | 0.0% | +17.8% | -17.8% | -2.8% |
| 6M | +7.4% | -11.3% | +18.7% | +9.0% |
| YTD | +15.9% | -4.4% | +20.3% | +16.0% |
| 1Y | +18.1% | -15.7% | +33.8% | +20.7% |
| 3Y | +58.4% | +47.7% | +10.6% | +44.6% |
| All | +7.8% | -19.3% | +27.1% | +6.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling