+1,298.4%
EXC vs RMD
+36,837.6%
-35,539.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | +0.3% | -5.0% | +5.3% | +0.8% |
| 30D | -3.7% | +2.2% | -5.9% | -4.0% |
| 3M | -1.3% | +17.8% | -19.1% | -3.2% |
| 6M | -9.7% | -11.3% | +1.6% | -8.8% |
| YTD | +2.9% | -4.4% | +7.3% | +3.0% |
| 1Y | +4.4% | -15.7% | +20.1% | +5.8% |
| 3Y | +22.2% | +47.7% | -25.5% | +15.3% |
| 5Y | +46.7% | -19.2% | +65.9% | +46.5% |
| 10Y | +155.3% | +280.4% | -125.0% | +120.9% |
| All | +1,298.4% | +36,837.6% | -35,539.2% | +1,086.1% |
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