+18.6%
GLXY vs RMD
-10.2%
+28.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.2% | +5.9% | +3.4% |
| 7D | +15.5% | -4.5% | +19.9% | +16.5% |
| 30D | +34.1% | +4.6% | +29.5% | +32.9% |
| 3M | -11.3% | +14.8% | -26.1% | -16.6% |
| 6M | +31.6% | -12.1% | +43.7% | +50.1% |
| YTD | +21.0% | -7.5% | +28.5% | +30.5% |
| 1Y | +11.7% | -20.1% | +31.7% | +41.4% |
| All | +18.6% | -10.2% | +28.8% | +17.4% |
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