+30.0%
P vs RMD
+14.3%
+15.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.2% | +2.9% |
| 7D | -23.8% | +2.3% | -26.1% | -22.9% |
| 30D | -36.6% | +4.1% | -40.7% | -34.3% |
| 3M | +10.9% | +5.7% | +5.2% | +15.3% |
| 6M | +30.0% | +12.9% | +17.1% | +44.3% |
| All | +30.0% | +14.3% | +15.7% | +44.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling