-8.1%
PATH vs RMD
-2.0%
-6.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.5% |
| 7D | -5.3% | +2.3% | -7.6% | -6.0% |
| 30D | -0.5% | +4.1% | -4.7% | -2.1% |
| 3M | -7.1% | +5.7% | -12.8% | -9.0% |
| 6M | +23.8% | +12.9% | +10.9% | +19.1% |
| YTD | -20.7% | -1.5% | -19.2% | -19.9% |
| 1Y | -8.1% | -4.8% | -3.3% | -6.8% |
| All | -8.1% | -2.0% | -6.1% | -6.8% |
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