+4.4%
GOOGL vs RMD
-1.9%
+6.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.9% | -2.7% | +1.7% |
| 7D | -11.1% | -3.9% | -7.2% | -10.4% |
| 30D | -16.6% | +7.9% | -24.5% | -18.7% |
| 3M | -23.4% | +8.1% | -31.5% | -25.6% |
| 6M | -24.5% | +15.5% | -40.0% | -28.5% |
| YTD | -7.5% | +0.7% | -8.2% | -10.3% |
| 1Y | +4.4% | -1.4% | +5.7% | +2.3% |
| All | +4.4% | -1.9% | +6.3% | +2.3% |
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