+2,235.5%
INTC vs RMD
+36,837.6%
-34,602.2%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.6% |
| 7D | +7.1% | -5.0% | +12.1% | +8.2% |
| 30D | -5.2% | +2.2% | -7.4% | -5.8% |
| 3M | -14.3% | +17.8% | -32.1% | -17.9% |
| 6M | +110.2% | -11.3% | +121.5% | +113.4% |
| YTD | +159.6% | -4.4% | +164.0% | +159.3% |
| 1Y | +289.3% | -15.7% | +305.0% | +298.9% |
| 3Y | +166.1% | +47.7% | +118.3% | +136.6% |
| 5Y | +94.4% | -19.2% | +113.6% | +94.4% |
| 10Y | +227.7% | +280.4% | -52.7% | +141.9% |
| All | +2,235.5% | +36,837.6% | -34,602.2% | +942.5% |
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 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