-33.4%
GLXY vs RMD
-2.7%
-30.8%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.4% | -5.4% | -5.0% |
| 7D | +16.9% | +0.1% | +16.8% | +16.9% |
| 30D | -23.0% | +1.9% | -24.9% | -22.5% |
| 3M | -28.0% | +6.3% | -34.3% | -28.1% |
| 6M | -51.6% | +18.2% | -69.9% | -53.4% |
| YTD | -32.1% | +0.3% | -32.4% | -27.1% |
| 1Y | -51.5% | -4.3% | -47.2% | -45.8% |
| All | -33.4% | -2.7% | -30.8% | -34.4% |
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