+662.0%
PBR vs RMD
+274.3%
+387.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | +5.4% | -4.4% | +9.8% | +6.5% |
| 30D | +22.9% | -3.1% | +26.0% | +23.6% |
| 3M | +19.6% | +13.8% | +5.9% | +14.8% |
| 6M | +16.5% | -8.6% | +25.1% | +18.1% |
| YTD | +86.7% | -8.6% | +95.3% | +88.6% |
| 1Y | +74.7% | -19.7% | +94.4% | +82.8% |
| 3Y | +102.6% | +48.4% | +54.2% | +68.9% |
| 5Y | +566.6% | -22.7% | +589.3% | +578.6% |
| All | +662.0% | +274.3% | +387.7% | +428.9% |
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