-4.5%
LHX vs RMD
-14.6%
+10.1%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.1% |
| 7D | -2.4% | -5.0% | +2.6% | -1.5% |
| 30D | -10.4% | +2.2% | -12.6% | -10.8% |
| 3M | -16.9% | +17.8% | -34.7% | -19.6% |
| 6M | -29.9% | -11.3% | -18.6% | -27.7% |
| YTD | -12.0% | -4.4% | -7.6% | -11.0% |
| 1Y | -4.5% | -15.7% | +11.2% | +0.1% |
| All | -4.5% | -14.6% | +10.1% | +0.1% |
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