+65.7%
INTC vs RMD
+68.2%
-2.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.9% | +5.6% | +7.3% |
| 7D | +7.3% | -0.8% | +8.1% | +7.4% |
| 30D | -38.3% | +1.7% | -40.0% | -37.9% |
| 3M | -36.0% | +6.4% | -42.4% | -35.8% |
| 6M | -51.7% | +20.7% | -72.4% | -52.2% |
| YTD | +69.4% | -0.2% | +69.5% | +73.1% |
| 1Y | +65.0% | -4.5% | +69.5% | +69.9% |
| All | +65.7% | +68.2% | -2.5% | +79.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling