-87.4%
OPEN vs RMD
+45.5%
-132.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.9% | +2.3% | +2.7% |
| 7D | -31.1% | -0.8% | -30.2% | -30.3% |
| 30D | -34.7% | +1.7% | -36.4% | -35.0% |
| 3M | -61.9% | +6.4% | -68.3% | -63.5% |
| 6M | -71.9% | +20.7% | -92.6% | -76.1% |
| YTD | -76.6% | -0.2% | -76.4% | -77.0% |
| 1Y | -83.9% | -4.5% | -79.4% | -83.6% |
| 3Y | -34.4% | +70.5% | -104.9% | -62.0% |
| 5Y | -93.9% | -1.6% | -92.3% | -94.3% |
| All | -87.4% | +45.5% | -132.9% | -90.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling