+40.6%
GLW vs RMD
-1.9%
+42.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +5.9% | -11.8% | -4.0% |
| 7D | -9.5% | -3.9% | -5.6% | -10.1% |
| 30D | -25.5% | +7.9% | -33.4% | -22.9% |
| 3M | -25.6% | +8.1% | -33.7% | -22.4% |
| 6M | -25.5% | +15.5% | -41.0% | -18.6% |
| YTD | +36.4% | +0.7% | +35.7% | +58.3% |
| 1Y | +40.6% | -1.4% | +42.0% | +62.7% |
| All | +40.6% | -1.9% | +42.5% | +62.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling