+694.1%
GIS vs RMD
+36,837.6%
-36,143.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.4% |
| 7D | -7.8% | -5.0% | -2.9% | -7.5% |
| 30D | +6.6% | +2.2% | +4.3% | +6.4% |
| 3M | +21.0% | +17.8% | +3.1% | +19.6% |
| 6M | -9.1% | -11.3% | +2.3% | -8.4% |
| YTD | -13.6% | -4.4% | -9.2% | -13.5% |
| 1Y | -18.0% | -15.7% | -2.3% | -17.2% |
| 3Y | -33.7% | +47.7% | -81.4% | -35.9% |
| 5Y | -19.4% | -19.2% | -0.2% | -19.5% |
| 10Y | -21.3% | +280.4% | -301.6% | -28.7% |
| All | +694.1% | +36,837.6% | -36,143.5% | +564.6% |
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