+40.2%
LUV vs RMD
+50.8%
-10.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -0.1% | -4.2% | +4.1% | +1.0% |
| 30D | -14.6% | -2.1% | -12.5% | -14.2% |
| 3M | -5.7% | +13.8% | -19.5% | -9.1% |
| 6M | -8.4% | -10.6% | +2.2% | -6.3% |
| YTD | -5.1% | -8.1% | +3.0% | -3.6% |
| 1Y | +26.6% | -18.0% | +44.5% | +31.7% |
| All | +40.2% | +50.8% | -10.5% | +22.8% |
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