+146.1%
LITE vs RMD
-4.0%
+150.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -3.4% |
| 7D | +22.6% | +0.1% | +22.5% | +22.5% |
| 30D | -36.8% | +1.9% | -38.7% | -35.3% |
| 3M | -33.0% | +6.3% | -39.3% | -29.1% |
| 6M | -37.1% | +18.2% | -55.3% | -27.2% |
| YTD | +69.5% | +0.3% | +69.2% | +109.1% |
| 1Y | +146.1% | -4.3% | +150.4% | +211.0% |
| All | +146.1% | -4.0% | +150.1% | +211.0% |
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