+7.4%
ON vs RMD
+64.1%
-56.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.2% | +9.0% | +9.1% |
| 7D | -1.4% | +1.2% | -2.6% | -1.8% |
| 30D | -10.9% | +2.5% | -13.3% | -11.7% |
| 3M | -14.9% | +11.5% | -26.4% | -18.0% |
| 6M | -33.0% | +14.7% | -47.7% | -37.0% |
| YTD | +27.6% | -1.3% | +29.0% | +27.4% |
| 1Y | +44.5% | -5.3% | +49.8% | +46.8% |
| 3Y | +7.4% | +68.8% | -61.4% | -18.0% |
| All | +7.4% | +64.1% | -56.7% | -18.0% |
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 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