+101.1%
GOOGL vs RMD
-7.7%
+108.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.1% |
| 7D | +3.9% | +2.1% | +1.8% | +3.2% |
| 30D | -14.9% | +2.1% | -17.0% | -15.8% |
| 3M | -14.6% | +6.2% | -20.8% | -16.6% |
| 6M | -26.4% | +19.4% | -45.8% | -31.2% |
| YTD | -5.3% | +0.5% | -5.9% | -6.7% |
| 1Y | +6.5% | -3.9% | +10.4% | +6.4% |
| 3Y | +126.0% | +72.5% | +53.5% | +73.9% |
| All | +101.1% | -7.7% | +108.8% | +97.4% |
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