+252.3%
F vs RMD
+37,961.8%
-37,709.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.4% |
| 7D | +1.6% | +2.3% | -0.8% | +1.2% |
| 30D | +2.6% | +4.1% | -1.5% | +1.9% |
| 3M | -8.8% | +5.7% | -14.5% | -9.8% |
| 6M | +4.6% | +12.9% | -8.3% | +2.0% |
| YTD | -1.9% | -1.5% | -0.4% | -2.3% |
| 1Y | -0.8% | -4.8% | +4.0% | -0.6% |
| 3Y | +43.5% | +57.5% | -14.0% | +30.3% |
| 5Y | -12.1% | -5.5% | -6.6% | -13.8% |
| 10Y | +83.6% | +357.8% | -274.1% | +38.5% |
| All | +252.3% | +37,961.8% | -37,709.6% | +86.4% |
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