+4,002.1%
O vs RMD
+36,837.6%
-32,835.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | -0.7% | -5.0% | +4.2% | -0.1% |
| 30D | -1.9% | +2.2% | -4.1% | -2.2% |
| 3M | +3.8% | +17.8% | -14.0% | +1.4% |
| 6M | -4.7% | -11.3% | +6.6% | -3.5% |
| YTD | +12.5% | -4.4% | +16.9% | +12.7% |
| 1Y | +10.8% | -15.7% | +26.6% | +12.9% |
| 3Y | +28.8% | +47.7% | -19.0% | +19.9% |
| 5Y | +13.2% | -19.2% | +32.4% | +13.2% |
| 10Y | +53.5% | +280.4% | -226.9% | +24.2% |
| All | +4,002.1% | +36,837.6% | -32,835.6% | +2,401.0% |
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