+421.2%
GLW vs RMD
+53.4%
+367.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.4% | +6.1% | +5.7% |
| 7D | +3.8% | -5.0% | +8.8% | +4.1% |
| 30D | -1.3% | +2.2% | -3.6% | -1.5% |
| 3M | -21.8% | +17.8% | -39.7% | -23.3% |
| 6M | +6.9% | -11.3% | +18.2% | +10.1% |
| YTD | +77.2% | -4.4% | +81.6% | +80.2% |
| 1Y | +123.2% | -15.7% | +139.0% | +131.4% |
| All | +421.2% | +53.4% | +367.9% | +379.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling