-83.6%
OPEN vs RMD
-21.0%
-62.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.2% | +0.7% | +0.2% |
| 7D | +1.0% | -4.5% | +5.4% | +4.9% |
| 30D | -11.9% | +4.6% | -16.5% | -15.2% |
| 3M | -28.8% | +14.8% | -43.5% | -37.4% |
| 6M | -38.6% | -12.1% | -26.5% | -32.5% |
| YTD | -47.3% | -7.5% | -39.9% | -45.1% |
| 1Y | -49.2% | -20.1% | -29.1% | -39.5% |
| 3Y | -18.8% | +53.9% | -72.7% | -54.3% |
| 5Y | -83.6% | -22.2% | -61.4% | -83.0% |
| All | -83.6% | -21.0% | -62.6% | -83.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling