-25.2%
GIS vs RMD
-22.7%
-2.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.9% | -3.0% |
| 7D | -8.4% | -4.2% | -4.2% | -8.0% |
| 30D | -5.2% | -2.1% | -3.1% | -5.0% |
| 3M | +8.2% | +13.8% | -5.6% | +6.8% |
| 6M | -12.0% | -10.6% | -1.4% | -11.5% |
| YTD | -18.9% | -8.1% | -10.8% | -18.6% |
| 1Y | -23.6% | -18.0% | -5.7% | -22.7% |
| 3Y | -37.6% | +52.9% | -90.5% | -40.0% |
| 5Y | -25.2% | -22.3% | -2.9% | -24.3% |
| All | -25.2% | -22.7% | -2.5% | -24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling