+696.9%
P vs RMD
+269.7%
+427.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.9% |
| 7D | +5.0% | -4.7% | +9.7% | +6.8% |
| 30D | -0.9% | +0.2% | -1.2% | -1.3% |
| 3M | +38.7% | +12.0% | +26.7% | +31.4% |
| 6M | +54.4% | -12.5% | +66.9% | +60.2% |
| YTD | +44.8% | -7.9% | +52.8% | +46.9% |
| 1Y | +22.5% | -20.4% | +42.9% | +31.5% |
| 3Y | +148.2% | +53.1% | +95.1% | +92.8% |
| 5Y | +268.9% | -22.1% | +291.0% | +278.9% |
| 10Y | +696.9% | +275.4% | +421.5% | +320.1% |
| All | +696.9% | +269.7% | +427.2% | +320.1% |
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