+401.3%
GH vs RMD
+120.8%
+280.5%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -0.1% | -5.0% | +4.9% | +2.5% |
| 30D | -1.1% | +2.2% | -3.3% | -2.8% |
| 3M | +21.3% | +17.8% | +3.5% | +9.8% |
| 6M | +73.5% | -11.3% | +84.9% | +82.6% |
| YTD | +58.0% | -4.4% | +62.5% | +58.8% |
| 1Y | +163.1% | -15.7% | +178.8% | +181.8% |
| 3Y | +361.0% | +47.7% | +313.3% | +236.5% |
| 5Y | +22.5% | -19.2% | +41.8% | +25.9% |
| All | +401.3% | +120.8% | +280.5% | +181.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling