-12.7%
JD vs RMD
-19.2%
+6.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.2% | +1.1% | -1.6% |
| 7D | -0.8% | -4.5% | +3.7% | -0.1% |
| 30D | -16.0% | +4.6% | -20.6% | -16.6% |
| 3M | -3.2% | +14.8% | -18.0% | -6.0% |
| 6M | +6.1% | -12.1% | +18.1% | +9.3% |
| YTD | -0.1% | -7.5% | +7.4% | -0.1% |
| 1Y | -12.7% | -20.1% | +7.3% | -7.0% |
| All | -12.7% | -19.2% | +6.5% | -7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling