+9,000.7%
DE vs RMD
+36,837.6%
-27,837.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | -0.1% |
| 7D | +10.0% | -5.0% | +15.0% | +11.0% |
| 30D | +13.3% | +2.2% | +11.1% | +12.7% |
| 3M | +17.5% | +17.8% | -0.3% | +13.8% |
| 6M | +13.6% | -11.3% | +24.9% | +15.5% |
| YTD | +49.8% | -4.4% | +54.2% | +50.2% |
| 1Y | +47.9% | -15.7% | +63.6% | +51.4% |
| 3Y | +72.5% | +47.7% | +24.8% | +57.8% |
| 5Y | +90.2% | -19.2% | +109.4% | +90.6% |
| 10Y | +865.4% | +280.4% | +585.0% | +639.4% |
| All | +9,000.7% | +36,837.6% | -27,837.0% | +4,634.8% |
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