+1,103.8%
LITE vs RMD
+60.1%
+1,043.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -0.5% | -18.2% | -18.6% |
| 7D | -44.6% | -5.3% | -39.2% | -44.2% |
| 30D | -55.0% | +8.4% | -63.5% | -55.4% |
| 3M | -38.3% | +7.1% | -45.4% | -38.9% |
| 6M | -48.8% | +15.8% | -64.5% | -50.3% |
| YTD | +38.3% | +0.2% | +38.1% | +41.1% |
| 1Y | +119.0% | -1.4% | +120.4% | +124.5% |
| All | +1,103.8% | +60.1% | +1,043.7% | +792.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling