+160.8%
EXC vs RMD
+269.7%
-108.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | +0.3% | -4.7% | +5.1% | +1.5% |
| 30D | -0.9% | +0.2% | -1.1% | -1.0% |
| 3M | -2.7% | +12.0% | -14.7% | -5.8% |
| 6M | -9.4% | -12.5% | +3.2% | -7.0% |
| YTD | +3.0% | -7.9% | +11.0% | +4.0% |
| 1Y | +5.1% | -20.4% | +25.5% | +10.0% |
| 3Y | +20.6% | +53.1% | -32.5% | +1.2% |
| 5Y | +45.7% | -22.1% | +67.8% | +48.1% |
| 10Y | +160.8% | +275.4% | -114.6% | +85.2% |
| All | +160.8% | +269.7% | -108.9% | +85.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling