+980.1%
LUV vs RMD
+35,478.9%
-34,498.7%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | +0.7% | -4.7% | +5.4% | +1.5% |
| 30D | -13.4% | +0.2% | -13.7% | -13.5% |
| 3M | -9.6% | +12.0% | -21.6% | -11.4% |
| 6M | -8.9% | -12.5% | +3.6% | -7.1% |
| YTD | -5.2% | -7.9% | +2.8% | -4.1% |
| 1Y | +27.0% | -20.4% | +47.4% | +31.5% |
| 3Y | +39.6% | +53.1% | -13.5% | +28.4% |
| 5Y | -14.4% | -22.1% | +7.7% | -13.4% |
| 10Y | +17.3% | +275.4% | -258.1% | -8.1% |
| All | +980.1% | +35,478.9% | -34,498.7% | +503.9% |
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