+6,179.4%
GD vs RMD
+36,837.6%
-30,658.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.7% |
| 7D | -5.3% | -5.0% | -0.3% | -4.7% |
| 30D | -6.4% | +2.2% | -8.6% | -6.7% |
| 3M | +5.7% | +17.8% | -12.1% | +3.4% |
| 6M | -0.9% | -11.3% | +10.4% | +0.2% |
| YTD | +8.2% | -4.4% | +12.6% | +8.4% |
| 1Y | +13.4% | -15.7% | +29.1% | +15.3% |
| 3Y | +68.5% | +47.7% | +20.8% | +58.2% |
| 5Y | +97.2% | -19.2% | +116.4% | +97.3% |
| 10Y | +190.2% | +280.4% | -90.2% | +141.8% |
| All | +6,179.4% | +36,837.6% | -30,658.2% | +4,246.6% |
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