+177.1%
GH vs RMD
-18.7%
+195.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | -2.5% | -4.4% | +1.9% | -1.5% |
| 30D | -4.7% | -3.1% | -1.5% | -4.3% |
| 3M | +20.2% | +13.8% | +6.5% | +13.6% |
| 6M | +78.8% | -8.6% | +87.4% | +78.7% |
| YTD | +54.1% | -8.6% | +62.7% | +54.6% |
| 1Y | +177.1% | -19.7% | +196.8% | +182.9% |
| All | +177.1% | -18.7% | +195.8% | +182.9% |
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