+163.1%
GH vs RMD
-14.6%
+177.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -0.1% | -5.0% | +4.9% | +1.1% |
| 30D | -1.1% | +2.2% | -3.3% | -2.0% |
| 3M | +21.3% | +17.8% | +3.5% | +13.6% |
| 6M | +73.5% | -11.3% | +84.9% | +73.7% |
| YTD | +58.0% | -4.4% | +62.5% | +56.8% |
| 1Y | +163.1% | -15.7% | +178.8% | +169.9% |
| All | +163.1% | -14.6% | +177.7% | +169.9% |
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