+490.8%
LITE vs RMD
-5.3%
+496.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.7% | +7.3% | +6.0% |
| 7D | -35.9% | +2.3% | -38.3% | -36.3% |
| 30D | -51.5% | +4.1% | -55.6% | -52.0% |
| 3M | -35.7% | +5.7% | -41.4% | -36.9% |
| 6M | -43.0% | +12.9% | -55.9% | -45.5% |
| YTD | +46.1% | -1.5% | +47.6% | +46.0% |
| 1Y | +124.7% | -4.8% | +129.5% | +126.9% |
| 3Y | +1,172.1% | +57.5% | +1,114.6% | +957.2% |
| All | +490.8% | -5.3% | +496.1% | +434.9% |
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