-74.4%
OPEN vs RMD
+14.3%
-88.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.7% | -20.1% | -20.8% |
| 7D | -22.2% | +2.3% | -24.6% | -22.7% |
| 30D | -38.3% | +4.1% | -42.5% | -38.6% |
| 3M | -59.4% | +5.7% | -65.1% | -59.7% |
| 6M | -74.4% | +12.9% | -87.3% | -75.8% |
| All | -74.4% | +14.3% | -88.6% | -75.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling