+178.3%
PAAS vs RMD
+359.9%
-181.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.1% | +2.0% |
| 7D | +8.4% | +2.3% | +6.1% | +7.7% |
| 30D | -7.2% | +4.1% | -11.3% | -8.3% |
| 3M | -14.0% | +5.7% | -19.7% | -15.7% |
| 6M | -26.8% | +12.9% | -39.7% | -30.1% |
| YTD | -19.8% | -1.5% | -18.3% | -20.1% |
| 1Y | +22.8% | -4.8% | +27.6% | +23.5% |
| 3Y | +183.6% | +57.5% | +126.1% | +136.4% |
| 5Y | +73.8% | -5.5% | +79.3% | +67.0% |
| All | +178.3% | +359.9% | -181.6% | +141.2% |
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