+13,507.3%
GOOGL vs RMD
+2,340.8%
+11,166.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -2.3% | -5.0% | +2.7% | -0.7% |
| 30D | -6.6% | +2.2% | -8.8% | -7.4% |
| 3M | -8.9% | +17.8% | -26.8% | -14.0% |
| 6M | +11.9% | -11.3% | +23.2% | +15.6% |
| YTD | +8.3% | -4.4% | +12.8% | +9.0% |
| 1Y | +46.2% | -15.7% | +61.9% | +52.9% |
| 3Y | +151.9% | +47.7% | +104.1% | +112.3% |
| 5Y | +137.7% | -19.2% | +156.9% | +140.2% |
| 10Y | +757.6% | +280.4% | +477.2% | +418.6% |
| All | +13,507.3% | +2,340.8% | +11,166.5% | +5,021.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling