+1,391.2%
GE vs RMD
+35,656.8%
-34,265.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | -0.1% |
| 7D | +1.2% | -4.5% | +5.6% | +2.0% |
| 30D | -9.5% | +4.6% | -14.1% | -10.3% |
| 3M | +4.1% | +14.8% | -10.7% | +1.3% |
| 6M | +3.9% | -12.1% | +16.0% | +6.0% |
| YTD | +9.0% | -7.5% | +16.5% | +10.1% |
| 1Y | +21.9% | -20.1% | +42.0% | +26.2% |
| 3Y | +281.8% | +53.9% | +227.9% | +246.1% |
| 5Y | +436.7% | -22.2% | +458.9% | +443.1% |
| 10Y | +151.5% | +268.2% | -116.7% | +91.9% |
| All | +1,391.2% | +35,656.8% | -34,265.6% | +680.1% |
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