+13,447.0%
GOOG vs RMD
+2,262.8%
+11,184.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.2% | +1.0% |
| 7D | +1.1% | -4.5% | +5.5% | +2.5% |
| 30D | -5.1% | +4.6% | -9.7% | -6.5% |
| 3M | -7.1% | +14.8% | -21.9% | -11.4% |
| 6M | +12.7% | -12.1% | +24.7% | +16.6% |
| YTD | +7.1% | -7.5% | +14.6% | +8.8% |
| 1Y | +43.6% | -20.1% | +63.7% | +52.6% |
| 3Y | +146.8% | +53.9% | +92.9% | +105.5% |
| 5Y | +133.7% | -22.2% | +155.9% | +138.8% |
| 10Y | +773.3% | +268.2% | +505.1% | +434.7% |
| All | +13,447.0% | +2,262.8% | +11,184.2% | +5,061.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling