+755.6%
GOOGL vs RMD
+274.3%
+481.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.0% |
| 7D | 0.0% | -4.4% | +4.4% | +1.6% |
| 30D | -1.4% | -3.1% | +1.7% | -0.4% |
| 3M | -5.3% | +13.8% | -19.1% | -10.0% |
| 6M | +9.8% | -8.6% | +18.4% | +12.6% |
| YTD | +8.4% | -8.6% | +17.0% | +10.7% |
| 1Y | +41.2% | -19.7% | +60.9% | +50.7% |
| 3Y | +149.6% | +48.4% | +101.2% | +104.0% |
| 5Y | +142.6% | -22.7% | +165.3% | +149.5% |
| All | +755.6% | +274.3% | +481.2% | +418.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling