+132.5%
GOOGL vs RMD
-22.9%
+155.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.1% |
| 7D | -1.9% | -4.7% | +2.9% | -0.4% |
| 30D | -7.5% | +0.2% | -7.7% | -7.6% |
| 3M | -9.2% | +12.0% | -21.2% | -12.8% |
| 6M | +8.1% | -12.5% | +20.6% | +12.0% |
| YTD | +5.8% | -7.9% | +13.8% | +7.6% |
| 1Y | +38.3% | -20.4% | +58.7% | +47.2% |
| 3Y | +144.8% | +53.1% | +91.6% | +97.3% |
| 5Y | +132.5% | -22.1% | +154.7% | +136.1% |
| All | +132.5% | -22.9% | +155.5% | +136.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling