-81.1%
PATH vs RMD
+21.5%
-102.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.5% |
| 7D | -5.6% | -5.3% | -0.2% | -3.4% |
| 30D | -0.7% | +8.4% | -9.1% | -4.9% |
| 3M | -5.9% | +7.1% | -13.0% | -9.5% |
| 6M | +21.6% | +15.8% | +5.8% | +11.8% |
| YTD | -20.6% | +0.2% | -20.8% | -21.9% |
| 1Y | -10.6% | -1.4% | -9.2% | -11.5% |
| 3Y | -24.9% | +61.3% | -86.2% | -48.3% |
| 5Y | -76.8% | -3.9% | -72.9% | -78.5% |
| All | -81.1% | +21.5% | -102.6% | -84.4% |
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