-10.6%
PATH vs RMD
-1.4%
-9.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.5% |
| 7D | -5.6% | -5.3% | -0.2% | -4.2% |
| 30D | -0.7% | +8.4% | -9.1% | -3.5% |
| 3M | -5.9% | +7.1% | -13.0% | -8.1% |
| 6M | +21.6% | +15.8% | +5.8% | +16.2% |
| YTD | -20.6% | +0.2% | -20.8% | -20.0% |
| 1Y | -10.6% | -1.4% | -9.2% | -10.2% |
| All | -10.6% | -1.4% | -9.2% | -10.2% |
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 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