+77.1%
LNG vs RMD
+50.8%
+26.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -4.5% | -4.2% | -0.3% | -4.1% |
| 30D | +4.7% | -2.1% | +6.7% | +4.9% |
| 3M | +15.1% | +13.8% | +1.4% | +13.7% |
| 6M | +13.6% | -10.6% | +24.2% | +14.7% |
| YTD | +44.0% | -8.1% | +52.0% | +44.9% |
| 1Y | +18.4% | -18.0% | +36.3% | +20.6% |
| All | +77.1% | +50.8% | +26.3% | +73.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling