+1,361.8%
EXC vs RMD
+37,961.8%
-36,600.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -1.8% |
| 7D | -1.2% | +2.3% | -3.5% | -1.4% |
| 30D | +10.0% | +4.1% | +5.8% | +9.4% |
| 3M | +1.6% | +5.7% | -4.1% | +0.9% |
| 6M | +3.3% | +12.9% | -9.6% | +1.6% |
| YTD | +7.6% | -1.5% | +9.1% | +7.2% |
| 1Y | +3.5% | -4.8% | +8.2% | +3.4% |
| 3Y | +27.7% | +57.5% | -29.8% | +19.6% |
| 5Y | +41.1% | -5.5% | +46.6% | +38.5% |
| 10Y | +178.2% | +357.8% | -179.6% | +137.0% |
| All | +1,361.8% | +37,961.8% | -36,600.0% | +1,134.8% |
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