+281.3%
P vs RMD
-19.3%
+300.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | +6.5% | -5.0% | +11.5% | +8.1% |
| 30D | +18.8% | +2.2% | +16.6% | +17.8% |
| 3M | +26.7% | +17.8% | +8.9% | +19.7% |
| 6M | +62.2% | -11.3% | +73.5% | +68.1% |
| YTD | +48.5% | -4.4% | +52.9% | +49.7% |
| 1Y | +26.4% | -15.7% | +42.1% | +32.9% |
| 3Y | +159.4% | +47.7% | +111.7% | +111.3% |
| All | +281.3% | -19.3% | +300.6% | +295.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling