-21.1%
GIS vs RMD
+274.3%
-295.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -6.4% | -4.4% | -2.0% | -5.8% |
| 30D | -6.1% | -3.1% | -3.0% | -5.7% |
| 3M | +7.8% | +13.8% | -5.9% | +5.8% |
| 6M | -8.8% | -8.6% | -0.2% | -7.9% |
| YTD | -19.1% | -8.6% | -10.5% | -18.4% |
| 1Y | -24.8% | -19.7% | -5.1% | -22.8% |
| 3Y | -37.6% | +48.4% | -85.9% | -42.2% |
| 5Y | -25.4% | -22.7% | -2.7% | -24.3% |
| All | -21.1% | +274.3% | -295.4% | -36.1% |
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 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