+71.8%
GH vs RMD
-1.9%
+73.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +5.9% | -9.6% | -5.1% |
| 7D | -7.7% | -3.9% | -3.8% | -6.6% |
| 30D | -10.0% | +7.9% | -17.9% | -11.8% |
| 3M | +5.5% | +8.1% | -2.6% | +2.8% |
| 6M | +84.9% | +15.5% | +69.4% | +74.4% |
| YTD | +65.0% | +0.7% | +64.4% | +60.9% |
| 1Y | +71.8% | -1.4% | +73.1% | +66.4% |
| All | +71.8% | -1.9% | +73.7% | +66.4% |
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 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