+339.2%
GLW vs RMD
+69.3%
+269.9%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.3% | -4.6% | -4.3% |
| 7D | +7.7% | +2.1% | +5.7% | +7.7% |
| 30D | -18.8% | +2.1% | -20.9% | -18.8% |
| 3M | -27.7% | +6.2% | -34.0% | -27.8% |
| 6M | -44.4% | +19.4% | -63.8% | -45.1% |
| YTD | +31.3% | +0.5% | +30.7% | +33.8% |
| 1Y | +40.0% | -3.9% | +44.0% | +43.7% |
| 3Y | +339.2% | +72.5% | +266.7% | +286.6% |
| All | +339.2% | +69.3% | +269.9% | +286.6% |
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 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