-18.8%
OPEN vs RMD
+52.4%
-71.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.2% | +0.7% | -0.5% |
| 7D | +1.0% | -4.5% | +5.4% | +3.9% |
| 30D | -11.9% | +4.6% | -16.5% | -14.2% |
| 3M | -28.8% | +14.8% | -43.5% | -35.1% |
| 6M | -38.6% | -12.1% | -26.5% | -33.6% |
| YTD | -47.3% | -7.5% | -39.9% | -45.2% |
| 1Y | -49.2% | -20.1% | -29.1% | -41.5% |
| 3Y | -18.8% | +53.9% | -72.7% | -45.8% |
| All | -18.8% | +52.4% | -71.1% | -45.8% |
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