+707.9%
P vs RMD
+360.8%
+347.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.1% | +6.2% |
| 7D | -9.6% | +1.2% | -10.8% | -10.2% |
| 30D | -33.4% | +2.5% | -35.9% | -34.3% |
| 3M | +14.2% | +11.5% | +2.7% | +9.0% |
| 6M | +31.6% | +14.7% | +16.9% | +22.2% |
| YTD | +53.5% | -1.3% | +54.8% | +51.0% |
| 1Y | +14.2% | -5.3% | +19.4% | +14.1% |
| 3Y | +190.5% | +68.8% | +121.8% | +117.0% |
| 5Y | +256.3% | -5.9% | +262.2% | +236.5% |
| 10Y | +707.9% | +348.7% | +359.2% | +288.5% |
| All | +707.9% | +360.8% | +347.1% | +288.5% |
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