+158.6%
GE vs RMD
+349.2%
-190.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.9% | -0.5% | +0.9% |
| 7D | +4.0% | -0.8% | +4.9% | +4.3% |
| 30D | +11.1% | +1.7% | +9.4% | +10.4% |
| 3M | -6.7% | +6.4% | -13.1% | -8.6% |
| 6M | +14.3% | +20.7% | -6.4% | +7.8% |
| YTD | +11.7% | -0.2% | +11.9% | +10.8% |
| 1Y | +10.9% | -4.5% | +15.4% | +11.1% |
| 3Y | +279.0% | +70.5% | +208.5% | +215.7% |
| 5Y | +427.0% | -1.6% | +428.6% | +402.6% |
| 10Y | +158.6% | +342.7% | -184.1% | +85.7% |
| All | +158.6% | +349.2% | -190.6% | +85.7% |
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