+10.9%
GE vs RMD
-3.7%
+14.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.9% | -0.5% | +1.1% |
| 7D | +4.0% | -0.8% | +4.9% | +4.2% |
| 30D | +11.1% | +1.7% | +9.4% | +10.6% |
| 3M | -6.7% | +6.4% | -13.1% | -7.9% |
| 6M | +14.3% | +20.7% | -6.4% | +8.4% |
| YTD | +11.7% | -0.2% | +11.9% | +12.6% |
| 1Y | +10.9% | -4.5% | +15.4% | +11.7% |
| All | +10.9% | -3.7% | +14.6% | +11.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling