+284.7%
P vs RMD
-7.7%
+292.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.0% |
| 7D | +11.6% | +2.1% | +9.5% | +11.0% |
| 30D | -23.7% | +2.1% | -25.8% | -24.3% |
| 3M | -8.0% | +6.2% | -14.2% | -10.0% |
| 6M | +27.9% | +19.4% | +8.5% | +19.9% |
| YTD | +61.2% | +0.5% | +60.6% | +59.7% |
| 1Y | +28.6% | -3.9% | +32.6% | +29.4% |
| 3Y | +200.5% | +72.5% | +127.9% | +130.7% |
| All | +284.7% | -7.7% | +292.4% | +293.8% |
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