+238.6%
P vs RMD
-5.3%
+243.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.2% | +4.0% |
| 7D | -23.8% | +2.3% | -26.1% | -24.4% |
| 30D | -36.6% | +4.1% | -40.7% | -37.5% |
| 3M | +10.9% | +5.7% | +5.2% | +8.6% |
| 6M | +30.0% | +12.9% | +17.1% | +23.7% |
| YTD | +44.4% | -1.5% | +45.9% | +43.9% |
| 1Y | +3.9% | -4.8% | +8.7% | +4.7% |
| 3Y | +176.6% | +57.5% | +119.1% | +120.5% |
| All | +238.6% | -5.3% | +243.9% | +239.9% |
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