+41.1%
LLY vs RMD
-4.2%
+45.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | +4.6% | -0.2% | +4.8% | +4.6% |
| 30D | +22.4% | +1.6% | +20.7% | +21.1% |
| 3M | +17.1% | +6.0% | +11.1% | +14.3% |
| 6M | +44.6% | +17.9% | +26.7% | +35.8% |
| YTD | +33.5% | 0.0% | +33.5% | +30.3% |
| 1Y | +41.1% | -4.5% | +45.6% | +40.4% |
| All | +41.1% | -4.2% | +45.3% | +40.4% |
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