+17.6%
IP vs RMD
+347.3%
-329.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.2% | +1.4% |
| 7D | -0.3% | +2.1% | -2.4% | -0.9% |
| 30D | +7.9% | +2.1% | +5.8% | +7.1% |
| 3M | -15.3% | +6.2% | -21.6% | -17.0% |
| 6M | +10.5% | +19.4% | -8.9% | +4.2% |
| YTD | -9.4% | +0.5% | -9.9% | -10.3% |
| 1Y | -4.6% | -3.9% | -0.7% | -4.4% |
| 3Y | +21.2% | +72.5% | -51.3% | -0.9% |
| 5Y | -13.3% | -1.5% | -11.8% | -17.5% |
| All | +17.6% | +347.3% | -329.7% | -31.5% |
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 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