+57.4%
JNJ vs RMD
-14.6%
+72.1%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -1.1% |
| 7D | +2.7% | -5.0% | +7.7% | +3.4% |
| 30D | +7.4% | +2.2% | +5.2% | +6.9% |
| 3M | +21.2% | +17.8% | +3.4% | +17.8% |
| 6M | +13.4% | -11.3% | +24.7% | +13.5% |
| YTD | +35.1% | -4.4% | +39.6% | +32.7% |
| 1Y | +57.4% | -15.7% | +73.2% | +58.3% |
| All | +57.4% | -14.6% | +72.1% | +58.3% |
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 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