+499.9%
P vs RMD
+408.6%
+91.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.6% |
| 7D | -13.3% | +3.1% | -16.4% | -14.4% |
| 30D | -34.0% | +1.8% | -35.8% | -34.7% |
| 3M | +4.1% | +6.7% | -2.6% | +0.9% |
| 6M | +30.5% | +13.9% | +16.6% | +21.5% |
| YTD | +52.2% | -2.0% | +54.2% | +50.1% |
| 1Y | +10.3% | -5.4% | +15.7% | +10.2% |
| 3Y | +180.9% | +67.4% | +113.5% | +111.4% |
| 5Y | +259.7% | -5.7% | +265.4% | +239.2% |
| 10Y | +652.6% | +338.4% | +314.3% | +278.2% |
| All | +499.9% | +408.6% | +91.3% | +189.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling