+116.0%
INTC vs RMD
-22.9%
+138.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.8% |
| 7D | +18.0% | -4.7% | +22.7% | +18.9% |
| 30D | +8.9% | +0.2% | +8.7% | +8.7% |
| 3M | -1.6% | +12.0% | -13.6% | -4.6% |
| 6M | +133.1% | -12.5% | +145.6% | +139.3% |
| YTD | +187.9% | -7.9% | +195.9% | +191.8% |
| 1Y | +334.7% | -20.4% | +355.1% | +356.1% |
| 3Y | +184.2% | +53.1% | +131.1% | +145.3% |
| 5Y | +116.0% | -22.1% | +138.1% | +107.4% |
| All | +116.0% | -22.9% | +138.9% | +107.4% |
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 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