-71.4%
OPEN vs RMD
-1.9%
-69.5%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +5.9% | +7.9% | +11.0% |
| 7D | +3.7% | -3.9% | +7.5% | +5.1% |
| 30D | -14.3% | +7.9% | -22.2% | -16.5% |
| 3M | -51.9% | +8.1% | -60.0% | -53.2% |
| 6M | -61.4% | +15.5% | -76.9% | -63.1% |
| YTD | -66.0% | +0.7% | -66.7% | -65.2% |
| 1Y | -71.4% | -1.4% | -70.0% | -71.1% |
| All | -71.4% | -1.9% | -69.5% | -71.1% |
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