+2,898.2%
LITE vs RMD
+384.6%
+2,513.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -0.5% | -18.2% | -18.5% |
| 7D | -44.6% | -5.3% | -39.2% | -43.6% |
| 30D | -55.0% | +8.4% | -63.5% | -56.5% |
| 3M | -38.3% | +7.1% | -45.4% | -40.6% |
| 6M | -48.8% | +15.8% | -64.5% | -53.0% |
| YTD | +38.3% | +0.2% | +38.1% | +34.1% |
| 1Y | +119.0% | -1.4% | +120.4% | +113.6% |
| 3Y | +1,092.0% | +61.3% | +1,030.7% | +812.0% |
| 5Y | +446.1% | -3.9% | +450.0% | +403.5% |
| 10Y | +1,381.7% | +365.6% | +1,016.1% | +679.5% |
| All | +2,898.2% | +384.6% | +2,513.6% | +1,414.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling