+152.0%
GE vs RMD
+347.3%
-195.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | +2.7% | +2.1% | +0.6% | +2.1% |
| 30D | +8.1% | +2.1% | +6.0% | +7.3% |
| 3M | -7.9% | +6.2% | -14.1% | -9.6% |
| 6M | +12.9% | +19.4% | -6.5% | +6.9% |
| YTD | +8.2% | +0.5% | +7.6% | +7.0% |
| 1Y | +9.7% | -3.9% | +13.6% | +9.7% |
| 3Y | +266.1% | +72.5% | +193.6% | +204.0% |
| 5Y | +407.4% | -1.5% | +408.9% | +383.8% |
| All | +152.0% | +347.3% | -195.4% | +82.7% |
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