+289.3%
INTC vs RMD
-14.6%
+303.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.5% |
| 7D | +7.1% | -5.0% | +12.1% | +6.4% |
| 30D | -5.2% | +2.2% | -7.4% | -4.7% |
| 3M | -14.3% | +17.8% | -32.1% | -13.3% |
| 6M | +110.2% | -11.3% | +121.5% | +133.8% |
| YTD | +159.6% | -4.4% | +164.0% | +181.9% |
| 1Y | +289.3% | -15.7% | +305.0% | +340.2% |
| All | +289.3% | -14.6% | +303.9% | +340.2% |
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