+1,449.6%
NET vs RMD
+81.7%
+1,367.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.8% |
| 7D | -7.0% | -5.0% | -2.0% | -4.8% |
| 30D | -4.8% | +2.2% | -7.0% | -6.0% |
| 3M | +3.8% | +17.8% | -14.0% | -4.7% |
| 6M | +50.0% | -11.3% | +61.4% | +56.3% |
| YTD | +41.5% | -4.4% | +45.9% | +40.9% |
| 1Y | +32.8% | -15.7% | +48.6% | +40.4% |
| 3Y | +335.9% | +47.7% | +288.1% | +220.5% |
| 5Y | +113.8% | -19.2% | +133.0% | +113.9% |
| All | +1,449.6% | +81.7% | +1,367.9% | +1,023.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling