+119.0%
PAAS vs RMD
-19.3%
+138.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.3% |
| 7D | -2.9% | -5.0% | +2.1% | -1.4% |
| 30D | +6.8% | +2.2% | +4.6% | +5.9% |
| 3M | -2.9% | +17.8% | -20.7% | -8.3% |
| 6M | -16.4% | -11.3% | -5.1% | -13.5% |
| YTD | 0.0% | -4.4% | +4.4% | +0.9% |
| 1Y | +54.3% | -15.7% | +70.0% | +62.0% |
| 3Y | +230.7% | +47.7% | +182.9% | +176.2% |
| All | +119.0% | -19.3% | +138.3% | +104.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling