-35.4%
GIS vs RMD
+51.0%
-86.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | -8.6% | -4.7% | -3.9% | -8.1% |
| 30D | -0.5% | +0.2% | -0.7% | -0.5% |
| 3M | +11.9% | +12.0% | -0.1% | +10.4% |
| 6M | -11.6% | -12.5% | +0.9% | -11.1% |
| YTD | -16.3% | -7.9% | -8.4% | -16.2% |
| 1Y | -21.8% | -20.4% | -1.4% | -20.9% |
| All | -35.4% | +51.0% | -86.4% | -37.3% |
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