+1,533.3%
LITE vs RMD
+360.8%
+1,172.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.2% | +10.5% | +10.6% |
| 7D | -12.9% | +1.2% | -14.1% | -13.5% |
| 30D | -46.0% | +2.5% | -48.4% | -46.8% |
| 3M | -33.0% | +11.5% | -44.6% | -36.6% |
| 6M | -34.0% | +14.7% | -48.7% | -39.9% |
| YTD | +61.7% | -1.3% | +63.1% | +57.2% |
| 1Y | +148.3% | -5.3% | +153.6% | +145.5% |
| 3Y | +1,408.5% | +68.8% | +1,339.7% | +993.2% |
| 5Y | +546.2% | -5.9% | +552.0% | +495.6% |
| 10Y | +1,533.3% | +348.7% | +1,184.6% | +434.3% |
| All | +1,533.3% | +360.8% | +1,172.6% | +434.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling