+388.8%
GH vs RMD
+111.0%
+277.7%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.7% |
| 7D | -2.5% | -4.4% | +1.9% | -0.2% |
| 30D | -4.7% | -3.1% | -1.5% | -3.4% |
| 3M | +20.2% | +13.8% | +6.5% | +10.8% |
| 6M | +78.8% | -8.6% | +87.4% | +84.9% |
| YTD | +54.1% | -8.6% | +62.7% | +58.4% |
| 1Y | +177.1% | -19.7% | +196.8% | +204.1% |
| 3Y | +371.6% | +48.4% | +323.2% | +242.1% |
| 5Y | +21.9% | -22.7% | +44.6% | +28.1% |
| All | +388.8% | +111.0% | +277.7% | +180.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling