+3,928.5%
O vs RMD
+38,484.3%
-34,555.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.2% |
| 7D | +0.6% | -0.8% | +1.4% | +0.7% |
| 30D | +9.4% | +1.7% | +7.7% | +9.1% |
| 3M | -2.4% | +6.4% | -8.8% | -3.3% |
| 6M | -1.9% | +20.7% | -22.6% | -4.7% |
| YTD | +10.5% | -0.2% | +10.6% | +9.9% |
| 1Y | +10.0% | -4.5% | +14.5% | +10.0% |
| 3Y | +40.5% | +70.5% | -30.1% | +28.2% |
| 5Y | +10.2% | -1.6% | +11.8% | +7.3% |
| 10Y | +82.5% | +342.7% | -260.2% | +44.8% |
| All | +3,928.5% | +38,484.3% | -34,555.8% | +2,338.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling