+30.3%
O vs RMD
+52.4%
-22.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | 0.0% |
| 7D | -0.6% | -4.5% | +3.9% | 0.0% |
| 30D | -2.0% | +4.6% | -6.6% | -2.5% |
| 3M | +3.0% | +14.8% | -11.8% | +1.1% |
| 6M | -3.6% | -12.1% | +8.4% | -2.6% |
| YTD | +12.1% | -7.5% | +19.5% | +12.5% |
| 1Y | +8.9% | -20.1% | +29.0% | +11.0% |
| 3Y | +30.3% | +53.9% | -23.5% | +20.6% |
| All | +30.3% | +52.4% | -22.0% | +20.6% |
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