+126.0%
GOOGL vs RMD
+69.3%
+56.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.0% |
| 7D | +3.9% | +2.1% | +1.8% | +3.4% |
| 30D | -14.9% | +2.1% | -17.0% | -15.6% |
| 3M | -14.6% | +6.2% | -20.8% | -16.1% |
| 6M | -26.4% | +19.4% | -45.8% | -30.0% |
| YTD | -5.3% | +0.5% | -5.9% | -6.6% |
| 1Y | +6.5% | -3.9% | +10.4% | +6.1% |
| 3Y | +126.0% | +72.5% | +53.5% | +107.5% |
| All | +126.0% | +69.3% | +56.7% | +107.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling