+202.7%
PAAS vs RMD
+265.7%
-62.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | +0.3% |
| 7D | +2.0% | -4.5% | +6.5% | +3.4% |
| 30D | -0.1% | +4.6% | -4.7% | -1.4% |
| 3M | +8.2% | +14.8% | -6.5% | +3.1% |
| 6M | -13.8% | -12.1% | -1.7% | -10.9% |
| YTD | -0.6% | -7.5% | +6.8% | +1.0% |
| 1Y | +44.0% | -20.1% | +64.1% | +53.1% |
| 3Y | +246.6% | +53.9% | +192.7% | +189.4% |
| 5Y | +116.1% | -22.2% | +138.3% | +120.4% |
| 10Y | +202.7% | +268.2% | -65.5% | +162.4% |
| All | +202.7% | +265.7% | -62.9% | +162.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling