+322.4%
NET vs RMD
+60.9%
+261.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +5.9% | -8.5% | -3.7% |
| 7D | -16.4% | -3.9% | -12.5% | -15.6% |
| 30D | -25.8% | +7.9% | -33.8% | -26.8% |
| 3M | -11.5% | +8.1% | -19.6% | -12.8% |
| 6M | +18.9% | +15.5% | +3.4% | +15.4% |
| YTD | +35.2% | +0.7% | +34.5% | +34.8% |
| 1Y | +14.5% | -1.4% | +15.8% | +14.6% |
| All | +322.4% | +60.9% | +261.5% | +226.3% |
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