-89.0%
OPEN vs RMD
+46.6%
-135.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.3% | -3.9% | -3.9% |
| 7D | -15.0% | +2.1% | -17.1% | -16.4% |
| 30D | -40.2% | +2.1% | -42.3% | -40.7% |
| 3M | -67.4% | +6.2% | -73.6% | -68.8% |
| 6M | -74.0% | +19.4% | -93.4% | -77.7% |
| YTD | -79.6% | +0.5% | -80.1% | -80.1% |
| 1Y | -86.1% | -3.9% | -82.2% | -85.9% |
| 3Y | -41.4% | +72.5% | -113.9% | -66.5% |
| 5Y | -94.9% | -1.5% | -93.3% | -95.2% |
| All | -89.0% | +46.6% | -135.5% | -91.9% |
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