+1,563.7%
LITE vs RMD
+51.0%
+1,512.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +4.1% |
| 7D | -1.5% | -5.0% | +3.4% | -0.8% |
| 30D | +6.7% | +2.2% | +4.4% | +6.2% |
| 3M | -6.8% | +17.8% | -24.6% | -10.5% |
| 6M | +29.4% | -11.3% | +40.8% | +36.2% |
| YTD | +139.1% | -4.4% | +143.5% | +144.5% |
| 1Y | +521.0% | -15.7% | +536.7% | +561.3% |
| All | +1,563.7% | +51.0% | +1,512.7% | +1,243.7% |
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