+542.4%
GLW vs RMD
+360.8%
+181.6%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +0.2% | +9.1% | +9.2% |
| 7D | -5.9% | +1.2% | -7.1% | -6.4% |
| 30D | -26.0% | +2.5% | -28.5% | -26.8% |
| 3M | -29.9% | +11.5% | -41.4% | -32.8% |
| 6M | -37.8% | +14.7% | -52.4% | -41.8% |
| YTD | +33.1% | -1.3% | +34.5% | +31.0% |
| 1Y | +36.8% | -5.3% | +42.1% | +36.4% |
| 3Y | +356.1% | +68.8% | +287.3% | +252.5% |
| 5Y | +243.8% | -5.9% | +249.7% | +224.2% |
| 10Y | +542.4% | +348.7% | +193.7% | +225.5% |
| All | +542.4% | +360.8% | +181.6% | +225.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling