-47.1%
OPEN vs RMD
-14.6%
-32.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.8% |
| 7D | -4.3% | -5.0% | +0.7% | -1.8% |
| 30D | -16.2% | +2.2% | -18.4% | -17.0% |
| 3M | -36.4% | +17.8% | -54.2% | -41.3% |
| 6M | -35.5% | -11.3% | -24.1% | -26.9% |
| YTD | -46.0% | -4.4% | -41.5% | -43.8% |
| 1Y | -47.1% | -15.7% | -31.4% | -27.5% |
| All | -47.1% | -14.6% | -32.5% | -27.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling