+177.4%
GD vs RMD
+360.8%
-183.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.2% |
| 7D | -3.0% | +1.2% | -4.3% | -3.4% |
| 30D | +9.3% | +2.5% | +6.8% | +8.5% |
| 3M | -7.2% | +11.5% | -18.7% | -9.7% |
| 6M | +5.5% | +14.7% | -9.2% | +1.5% |
| YTD | +9.5% | -1.3% | +10.8% | +8.8% |
| 1Y | +6.4% | -5.3% | +11.7% | +6.7% |
| 3Y | +59.8% | +68.8% | -8.9% | +36.1% |
| 5Y | +98.0% | -5.9% | +103.8% | +91.8% |
| 10Y | +177.4% | +348.7% | -171.3% | +89.5% |
| All | +177.4% | +360.8% | -183.4% | +89.5% |
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