+135.0%
GOOG vs RMD
-22.7%
+157.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -2.5% | -4.2% | +1.7% | -1.2% |
| 30D | -3.6% | -2.1% | -1.6% | -3.1% |
| 3M | -6.4% | +13.8% | -20.2% | -10.6% |
| 6M | +7.8% | -10.6% | +18.4% | +11.0% |
| YTD | +5.5% | -8.1% | +13.6% | +7.3% |
| 1Y | +38.3% | -18.0% | +56.2% | +45.7% |
| 3Y | +143.1% | +52.9% | +90.2% | +96.0% |
| 5Y | +135.0% | -22.3% | +157.3% | +140.7% |
| All | +135.0% | -22.7% | +157.7% | +140.7% |
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