+9.5%
GSK vs RMD
-3.5%
+13.0%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.3% | +0.4% |
| 7D | +1.1% | +2.1% | -0.9% | +0.5% |
| 30D | +6.3% | +2.1% | +4.3% | +5.0% |
| 3M | +1.8% | +6.2% | -4.4% | -0.9% |
| 6M | +1.7% | +19.4% | -17.7% | -6.0% |
| YTD | +6.5% | +0.5% | +6.0% | +4.0% |
| 1Y | +9.5% | -3.9% | +13.4% | +9.5% |
| All | +9.5% | -3.5% | +13.0% | +9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling