+48.4%
MAR vs RMD
-3.5%
+52.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.6% | -0.4% |
| 7D | +1.6% | +2.1% | -0.5% | +1.1% |
| 30D | +13.8% | +2.1% | +11.7% | +12.9% |
| 3M | +20.3% | +6.2% | +14.0% | +18.1% |
| 6M | +21.3% | +19.4% | +1.9% | +15.0% |
| YTD | +37.2% | +0.5% | +36.7% | +29.0% |
| 1Y | +48.4% | -3.9% | +52.4% | +43.4% |
| All | +48.4% | -3.5% | +52.0% | +43.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling