+1,493.1%
LITE vs RMD
+347.3%
+1,145.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.3% | -4.8% | -4.6% |
| 7D | +10.8% | +2.1% | +8.7% | +10.0% |
| 30D | -33.4% | +2.1% | -35.5% | -34.2% |
| 3M | -32.2% | +6.2% | -38.5% | -34.5% |
| 6M | -42.1% | +19.4% | -61.5% | -47.9% |
| YTD | +61.9% | +0.5% | +61.3% | +56.3% |
| 1Y | +163.0% | -3.9% | +166.9% | +159.0% |
| 3Y | +1,358.0% | +72.5% | +1,285.5% | +947.0% |
| 5Y | +549.9% | -1.5% | +551.4% | +486.6% |
| All | +1,493.1% | +347.3% | +1,145.8% | +389.9% |
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