+649.0%
P vs RMD
+346.1%
+302.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.4% | +3.0% | +3.2% |
| 7D | +17.8% | +0.1% | +17.7% | +17.8% |
| 30D | -29.9% | +1.9% | -31.8% | -30.6% |
| 3M | -1.2% | +6.3% | -7.5% | -4.1% |
| 6M | +32.1% | +18.2% | +13.9% | +21.6% |
| YTD | +64.3% | +0.3% | +64.0% | +60.8% |
| 1Y | +24.3% | -4.3% | +28.5% | +23.8% |
| 3Y | +203.2% | +71.3% | +132.0% | +125.4% |
| 5Y | +290.4% | -1.8% | +292.2% | +262.3% |
| All | +649.0% | +346.1% | +302.8% | +254.2% |
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