-1.4%
LOW vs RMD
-1.9%
+0.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +5.9% | +1.6% | +5.5% |
| 7D | +15.6% | -3.9% | +19.5% | +16.5% |
| 30D | +28.6% | +7.9% | +20.7% | +24.9% |
| 3M | +5.8% | +8.1% | -2.2% | +2.6% |
| 6M | +3.8% | +15.5% | -11.7% | -2.5% |
| YTD | -2.8% | +0.7% | -3.5% | -7.9% |
| 1Y | -1.4% | -1.4% | 0.0% | -5.7% |
| All | -1.4% | -1.9% | +0.5% | -5.7% |
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 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