+21.7%
P vs RMD
-3.7%
+25.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.9% | +2.5% | +4.6% |
| 7D | -4.7% | -0.8% | -3.9% | -4.8% |
| 30D | -31.4% | +1.7% | -33.1% | -30.7% |
| 3M | -2.6% | +6.4% | -9.0% | -1.1% |
| 6M | +21.9% | +20.7% | +1.2% | +27.2% |
| YTD | +58.9% | -0.2% | +59.1% | +77.4% |
| 1Y | +21.7% | -4.5% | +26.2% | +37.1% |
| All | +21.7% | -3.7% | +25.4% | +37.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling