+8,823.3%
LOW vs RMD
+36,837.6%
-28,014.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.6% | +1.3% |
| 7D | -1.7% | -5.0% | +3.3% | -0.7% |
| 30D | -7.0% | +2.2% | -9.3% | -7.6% |
| 3M | -0.9% | +17.8% | -18.7% | -4.3% |
| 6M | -20.1% | -11.3% | -8.7% | -18.3% |
| YTD | -13.9% | -4.4% | -9.5% | -13.5% |
| 1Y | -21.1% | -15.7% | -5.4% | -18.8% |
| 3Y | -6.6% | +47.7% | -54.4% | -15.4% |
| 5Y | +9.4% | -19.2% | +28.6% | +10.4% |
| 10Y | +220.5% | +280.4% | -59.9% | +138.3% |
| All | +8,823.3% | +36,837.6% | -28,014.3% | +3,345.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling