+867.9%
GLW vs RMD
+269.7%
+598.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.7% |
| 7D | +16.9% | -4.7% | +21.6% | +18.4% |
| 30D | +7.0% | +0.2% | +6.7% | +6.6% |
| 3M | -3.0% | +12.0% | -15.0% | -7.7% |
| 6M | +31.0% | -12.5% | +43.5% | +34.8% |
| YTD | +93.4% | -7.9% | +101.3% | +95.3% |
| 1Y | +134.7% | -20.4% | +155.1% | +148.5% |
| 3Y | +471.8% | +53.1% | +418.7% | +357.1% |
| 5Y | +394.5% | -22.1% | +416.6% | +403.5% |
| 10Y | +867.9% | +275.4% | +592.5% | +428.9% |
| All | +867.9% | +269.7% | +598.2% | +428.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling