-24.7%
LOW vs RMD
-20.3%
-4.5%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | -2.6% | -4.2% | +1.6% | -1.3% |
| 30D | -11.1% | -2.1% | -9.1% | -10.6% |
| 3M | -8.5% | +13.8% | -22.3% | -12.7% |
| 6M | -20.8% | -10.6% | -10.2% | -20.1% |
| YTD | -17.2% | -8.1% | -9.1% | -18.2% |
| 1Y | -24.7% | -18.0% | -6.8% | -24.9% |
| All | -24.7% | -20.3% | -4.5% | -24.9% |
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