+469.1%
P vs RMD
+411.2%
+57.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.2% | +4.1% |
| 7D | -23.8% | +2.3% | -26.1% | -24.7% |
| 30D | -36.6% | +4.1% | -40.7% | -37.8% |
| 3M | +10.9% | +5.7% | +5.2% | +7.8% |
| 6M | +30.0% | +12.9% | +17.1% | +21.5% |
| YTD | +44.4% | -1.5% | +45.9% | +42.1% |
| 1Y | +3.9% | -4.8% | +8.7% | +3.5% |
| 3Y | +176.6% | +57.5% | +119.1% | +113.8% |
| 5Y | +249.3% | -5.5% | +254.8% | +229.2% |
| 10Y | +726.9% | +357.8% | +369.1% | +309.7% |
| All | +469.1% | +411.2% | +57.9% | +174.1% |
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