+52.6%
GM vs RMD
-14.6%
+67.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | +1.9% | -5.0% | +6.9% | +3.1% |
| 30D | -1.4% | +2.2% | -3.6% | -2.0% |
| 3M | +5.9% | +17.8% | -11.9% | +1.4% |
| 6M | +12.4% | -11.3% | +23.7% | +12.2% |
| YTD | +8.6% | -4.4% | +13.1% | +7.6% |
| 1Y | +52.6% | -15.7% | +68.3% | +45.0% |
| All | +52.6% | -14.6% | +67.2% | +45.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling