+1,366.6%
D vs RMD
+37,961.8%
-36,595.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.2% | -1.3% |
| 7D | +3.0% | +2.3% | +0.6% | +2.7% |
| 30D | +11.5% | +4.1% | +7.4% | +11.0% |
| 3M | +3.7% | +5.7% | -2.0% | +3.0% |
| 6M | +13.5% | +12.9% | +0.6% | +11.8% |
| YTD | +20.7% | -1.5% | +22.2% | +20.4% |
| 1Y | +18.2% | -4.8% | +23.0% | +18.3% |
| 3Y | +73.3% | +57.5% | +15.8% | +63.6% |
| 5Y | +12.3% | -5.5% | +17.8% | +10.5% |
| 10Y | +43.4% | +357.8% | -314.4% | +23.9% |
| All | +1,366.6% | +37,961.8% | -36,595.2% | +1,067.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling