+7.8%
LOW vs RMD
-22.9%
+30.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | -0.6% | -4.7% | +4.1% | +0.8% |
| 30D | -9.3% | +0.2% | -9.5% | -9.4% |
| 3M | -8.1% | +12.0% | -20.1% | -11.4% |
| 6M | -19.8% | -12.5% | -7.2% | -17.0% |
| YTD | -16.4% | -7.9% | -8.4% | -15.1% |
| 1Y | -24.7% | -20.4% | -4.3% | -20.3% |
| 3Y | -8.8% | +53.1% | -61.9% | -22.8% |
| 5Y | +7.8% | -22.1% | +29.9% | +5.7% |
| All | +7.8% | -22.9% | +30.7% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling