+1,428.5%
GE vs RMD
+38,484.3%
-37,055.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -8.0% |
| 6M | +14.3% | +20.7% | -6.4% | +9.9% |
| YTD | +11.7% | -0.2% | +11.9% | +11.1% |
| 1Y | +10.9% | -4.5% | +15.4% | +11.1% |
| 3Y | +279.0% | +70.5% | +208.5% | +237.4% |
| 5Y | +427.0% | -1.6% | +428.6% | +411.5% |
| 10Y | +158.6% | +342.7% | -184.1% | +91.0% |
| All | +1,428.5% | +38,484.3% | -37,055.9% | +687.5% |
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