+13.7%
O vs RMD
-21.0%
+34.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | +0.1% |
| 7D | -0.6% | -4.5% | +3.9% | +0.2% |
| 30D | -2.0% | +4.6% | -6.6% | -2.7% |
| 3M | +3.0% | +14.8% | -11.8% | +0.5% |
| 6M | -3.6% | -12.1% | +8.4% | -2.0% |
| YTD | +12.1% | -7.5% | +19.5% | +12.8% |
| 1Y | +8.9% | -20.1% | +29.0% | +12.2% |
| 3Y | +30.3% | +53.9% | -23.5% | +16.6% |
| 5Y | +13.7% | -22.2% | +35.9% | +12.9% |
| All | +13.7% | -21.0% | +34.7% | +12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling