+162.6%
JPM vs RMD
+52.4%
+110.2%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.8% | -1.0% |
| 7D | -0.4% | -4.5% | +4.1% | +0.3% |
| 30D | -1.1% | +4.6% | -5.7% | -1.8% |
| 3M | +14.1% | +14.8% | -0.6% | +11.6% |
| 6M | +23.3% | -12.1% | +35.4% | +25.2% |
| YTD | +11.3% | -7.5% | +18.7% | +12.2% |
| 1Y | +23.0% | -20.1% | +43.1% | +26.3% |
| 3Y | +162.6% | +53.9% | +108.7% | +146.4% |
| All | +162.6% | +52.4% | +110.2% | +146.4% |
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