-40.1%
GLXY vs RMD
-4.4%
-35.7%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.7% | +6.9% | +5.3% |
| 7D | -14.6% | +2.3% | -17.0% | -14.8% |
| 30D | -36.2% | +4.1% | -40.3% | -36.0% |
| 3M | -30.1% | +5.7% | -35.8% | -30.3% |
| 6M | -56.1% | +12.9% | -69.0% | -56.8% |
| YTD | -38.9% | -1.5% | -37.4% | -34.3% |
| 1Y | -55.0% | -4.8% | -50.3% | -50.4% |
| All | -40.1% | -4.4% | -35.7% | -40.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling