+39.4%
GOOGL vs RMD
-20.3%
+59.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -2.8% | -4.2% | +1.4% | -1.6% |
| 30D | -3.2% | -2.1% | -1.1% | -2.7% |
| 3M | -6.6% | +13.8% | -20.4% | -10.6% |
| 6M | +8.5% | -10.6% | +19.1% | +10.1% |
| YTD | +6.5% | -8.1% | +14.6% | +6.8% |
| 1Y | +39.4% | -18.0% | +57.4% | +45.7% |
| All | +39.4% | -20.3% | +59.7% | +45.7% |
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 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