+1,402.3%
LITE vs RMD
+350.6%
+1,051.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.7% | +7.3% | +6.3% |
| 7D | -35.9% | +2.3% | -38.3% | -36.7% |
| 30D | -51.5% | +4.1% | -55.6% | -52.5% |
| 3M | -35.7% | +5.7% | -41.4% | -38.0% |
| 6M | -43.0% | +12.9% | -55.9% | -47.6% |
| YTD | +46.1% | -1.5% | +47.6% | +42.1% |
| 1Y | +124.7% | -4.8% | +129.5% | +121.6% |
| 3Y | +1,172.1% | +57.5% | +1,114.6% | +853.4% |
| 5Y | +477.0% | -5.5% | +482.5% | +430.4% |
| All | +1,402.3% | +350.6% | +1,051.7% | +398.3% |
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