+33.4%
INTC vs RMD
-4.0%
+37.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.9% | +5.6% | +7.1% |
| 7D | +7.3% | -0.8% | +8.1% | +7.5% |
| 30D | -38.3% | +1.7% | -40.0% | -38.1% |
| 3M | -36.0% | +6.4% | -42.4% | -36.4% |
| 6M | -51.7% | +20.7% | -72.4% | -53.6% |
| YTD | +69.4% | -0.2% | +69.5% | +70.3% |
| 1Y | +65.0% | -4.5% | +69.5% | +67.8% |
| 3Y | +63.0% | +70.5% | -7.5% | +37.6% |
| 5Y | +33.4% | -1.6% | +35.0% | +31.6% |
| All | +33.4% | -4.0% | +37.3% | +31.6% |
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