+116.9%
NDAQ vs RMD
+63.8%
+53.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +1.9% | +0.7% |
| 7D | +0.8% | +2.3% | -1.5% | +0.3% |
| 30D | +16.5% | +4.1% | +12.4% | +15.3% |
| 3M | +13.5% | +5.7% | +7.8% | +11.7% |
| 6M | +20.9% | +12.9% | +8.0% | +16.7% |
| YTD | +11.4% | -1.5% | +12.9% | +11.0% |
| 1Y | +25.9% | -4.8% | +30.7% | +26.2% |
| All | +116.9% | +63.8% | +53.1% | +89.9% |
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 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