+387.8%
GH vs RMD
+51.0%
+336.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.3% |
| 7D | -0.2% | -4.7% | +4.6% | +1.4% |
| 30D | -2.6% | +0.2% | -2.9% | -3.0% |
| 3M | +25.1% | +12.0% | +13.1% | +19.2% |
| 6M | +78.5% | -12.5% | +91.0% | +84.9% |
| YTD | +59.4% | -7.9% | +67.3% | +61.7% |
| 1Y | +173.9% | -20.4% | +194.2% | +191.8% |
| All | +387.8% | +51.0% | +336.8% | +265.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling