+44.0%
PAAS vs RMD
-19.2%
+63.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | 0.0% |
| 7D | +2.0% | -4.5% | +6.5% | +3.0% |
| 30D | -0.1% | +4.6% | -4.7% | -0.8% |
| 3M | +8.2% | +14.8% | -6.5% | +4.5% |
| 6M | -13.8% | -12.1% | -1.7% | -6.3% |
| YTD | -0.6% | -7.5% | +6.8% | +5.9% |
| 1Y | +44.0% | -20.1% | +64.1% | +64.3% |
| All | +44.0% | -19.2% | +63.2% | +64.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling