-8.1%
LOW vs RMD
+51.8%
-59.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -0.9% |
| 7D | +0.4% | -4.5% | +4.8% | +1.6% |
| 30D | -10.1% | +4.6% | -14.7% | -11.2% |
| 3M | -2.9% | +14.8% | -17.6% | -6.5% |
| 6M | -19.4% | -12.1% | -7.3% | -17.4% |
| YTD | -15.4% | -7.5% | -8.0% | -14.6% |
| 1Y | -24.9% | -20.1% | -4.9% | -21.6% |
| All | -8.1% | +51.8% | -59.8% | -19.0% |
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