+129.4%
LITE vs RMD
-4.7%
+134.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.2% | +10.5% | +10.8% |
| 7D | -12.9% | +1.2% | -14.1% | -12.0% |
| 30D | -46.0% | +2.5% | -48.4% | -44.3% |
| 3M | -33.0% | +11.5% | -44.6% | -27.3% |
| 6M | -34.0% | +14.7% | -48.7% | -23.9% |
| YTD | +61.7% | -1.3% | +63.1% | +98.4% |
| All | +129.4% | -4.7% | +134.1% | +186.9% |
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 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