+1,354.4%
INTC vs RMD
+38,753.6%
-37,399.2%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.6% |
| 7D | +6.0% | +2.1% | +3.9% | +5.6% |
| 30D | -39.2% | +2.1% | -41.3% | -39.2% |
| 3M | -42.9% | +6.2% | -49.2% | -43.6% |
| 6M | -50.4% | +19.4% | -69.8% | -52.5% |
| YTD | +61.7% | +0.5% | +61.1% | +60.2% |
| 1Y | +66.1% | -3.9% | +70.1% | +66.2% |
| 3Y | +58.1% | +72.5% | -14.4% | +36.8% |
| 5Y | +27.9% | -1.5% | +29.4% | +23.2% |
| 10Y | +111.1% | +345.8% | -234.6% | +51.9% |
| All | +1,354.4% | +38,753.6% | -37,399.2% | +544.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling