+150.5%
GOOGL vs RMD
+52.4%
+98.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.2% | +0.7% |
| 7D | +1.1% | -4.5% | +5.5% | +2.2% |
| 30D | -4.4% | +4.6% | -9.0% | -5.6% |
| 3M | -6.8% | +14.8% | -21.6% | -10.1% |
| 6M | +13.6% | -12.1% | +25.6% | +16.2% |
| YTD | +8.3% | -7.5% | +15.8% | +9.4% |
| 1Y | +44.9% | -20.1% | +65.0% | +51.2% |
| 3Y | +150.5% | +53.9% | +96.6% | +119.7% |
| All | +150.5% | +52.4% | +98.1% | +119.7% |
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 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