+92.6%
NDAQ vs RMD
+52.4%
+40.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.3% | -1.2% |
| 7D | -2.6% | -4.5% | +1.9% | -1.5% |
| 30D | +0.5% | +4.6% | -4.1% | -0.7% |
| 3M | +9.9% | +14.8% | -4.9% | +6.2% |
| 6M | +8.2% | -12.1% | +20.3% | +10.7% |
| YTD | -1.5% | -7.5% | +6.0% | -0.2% |
| 1Y | +1.3% | -20.1% | +21.4% | +5.6% |
| 3Y | +92.6% | +53.9% | +38.7% | +71.8% |
| All | +92.6% | +52.4% | +40.2% | +71.8% |
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