+14.8%
IP vs RMD
+57.4%
-42.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.2% |
| 7D | -5.1% | +2.3% | -7.4% | -5.6% |
| 30D | +8.5% | +4.1% | +4.4% | +7.3% |
| 3M | -13.8% | +5.7% | -19.5% | -15.2% |
| 6M | +5.7% | +12.9% | -7.2% | +2.3% |
| YTD | -9.1% | -1.5% | -7.6% | -9.5% |
| 1Y | -0.8% | -4.8% | +3.9% | -0.5% |
| 3Y | +14.8% | +57.5% | -42.7% | +1.3% |
| All | +14.8% | +57.4% | -42.6% | +1.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling