+8,759.4%
DE vs RMD
+38,753.6%
-29,994.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.0% | -0.8% |
| 7D | +0.3% | +2.1% | -1.8% | -0.1% |
| 30D | +3.6% | +2.1% | +1.5% | +3.0% |
| 3M | +10.2% | +6.2% | +4.0% | +8.8% |
| 6M | +16.6% | +19.4% | -2.8% | +12.3% |
| YTD | +45.8% | +0.5% | +45.3% | +44.6% |
| 1Y | +43.9% | -3.9% | +47.8% | +43.8% |
| 3Y | +89.6% | +72.5% | +17.1% | +68.6% |
| 5Y | +100.3% | -1.5% | +101.8% | +93.7% |
| 10Y | +760.8% | +345.8% | +415.0% | +541.8% |
| All | +8,759.4% | +38,753.6% | -29,994.2% | +4,458.4% |
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