+22.9%
IP vs RMD
+279.4%
-256.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.3% |
| 7D | -5.3% | -5.0% | -0.3% | -3.8% |
| 30D | -10.9% | +2.2% | -13.1% | -11.5% |
| 3M | +11.2% | +17.8% | -6.7% | +5.7% |
| 6M | -10.2% | -11.3% | +1.1% | -7.5% |
| YTD | -2.0% | -4.4% | +2.4% | -1.3% |
| 1Y | -19.1% | -15.7% | -3.4% | -15.6% |
| 3Y | +20.9% | +47.7% | -26.9% | +3.5% |
| 5Y | -17.8% | -19.2% | +1.4% | -16.4% |
| All | +22.9% | +279.4% | -256.4% | -26.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling