+152.0%
GE vs RMD
+269.7%
-117.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.7% |
| 7D | -1.2% | -4.7% | +3.5% | 0.0% |
| 30D | -11.3% | +0.2% | -11.5% | -11.4% |
| 3M | -1.4% | +12.0% | -13.4% | -4.8% |
| 6M | +1.2% | -12.5% | +13.7% | +4.3% |
| YTD | +5.9% | -7.9% | +13.9% | +7.5% |
| 1Y | +18.4% | -20.4% | +38.8% | +24.7% |
| 3Y | +271.0% | +53.1% | +217.9% | +217.9% |
| 5Y | +417.9% | -22.1% | +440.1% | +427.1% |
| 10Y | +152.0% | +275.4% | -123.5% | +80.4% |
| All | +152.0% | +269.7% | -117.7% | +80.4% |
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 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