+901.5%
LITE vs RMD
-19.3%
+920.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +4.1% |
| 7D | -1.5% | -5.0% | +3.4% | -0.4% |
| 30D | +6.7% | +2.2% | +4.4% | +5.9% |
| 3M | -6.8% | +17.8% | -24.6% | -11.5% |
| 6M | +29.4% | -11.3% | +40.8% | +34.2% |
| YTD | +139.1% | -4.4% | +143.5% | +141.2% |
| 1Y | +521.0% | -15.7% | +536.7% | +550.9% |
| 3Y | +1,535.3% | +47.7% | +1,487.5% | +1,293.4% |
| All | +901.5% | -19.3% | +920.9% | +797.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling