+57.3%
LLY vs RMD
-1.9%
+59.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.9% | -5.3% | -1.0% |
| 7D | +10.1% | -3.9% | +13.9% | +11.0% |
| 30D | +24.0% | +7.9% | +16.1% | +20.6% |
| 3M | +27.3% | +8.1% | +19.2% | +23.4% |
| 6M | +47.0% | +15.5% | +31.4% | +38.9% |
| YTD | +32.6% | +0.7% | +31.9% | +29.7% |
| 1Y | +57.3% | -1.4% | +58.7% | +55.5% |
| All | +57.3% | -1.9% | +59.2% | +55.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling