+15.5%
GLXY vs RMD
-7.2%
+22.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.6% |
| 7D | +13.4% | -5.0% | +18.4% | +14.8% |
| 30D | +38.1% | +2.2% | +35.9% | +37.4% |
| 3M | -7.3% | +17.8% | -25.2% | -13.3% |
| 6M | +8.2% | -11.3% | +19.5% | +25.0% |
| YTD | +17.8% | -4.4% | +22.2% | +26.2% |
| 1Y | +14.9% | -15.7% | +30.6% | +40.9% |
| All | +15.5% | -7.2% | +22.7% | +13.6% |
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