+190.4%
LMT vs RMD
+347.3%
-157.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | +5.1% | +2.1% | +3.0% | +4.7% |
| 30D | +14.1% | +2.1% | +12.0% | +13.5% |
| 3M | +0.3% | +6.2% | -6.0% | -1.1% |
| 6M | +16.1% | +19.4% | -3.3% | +11.5% |
| YTD | +25.5% | +0.5% | +24.9% | +24.3% |
| 1Y | +34.1% | -3.9% | +38.1% | +34.0% |
| 3Y | +45.1% | +72.5% | -27.5% | +24.1% |
| 5Y | +100.9% | -1.5% | +102.5% | +92.3% |
| All | +190.4% | +347.3% | -157.0% | +110.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling