+80.3%
PEP vs RMD
+360.8%
-280.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +1.0% | +1.2% | -0.2% | +0.8% |
| 30D | +12.6% | +2.5% | +10.2% | +11.7% |
| 3M | +3.1% | +11.5% | -8.4% | +0.1% |
| 6M | -6.3% | +14.7% | -21.0% | -9.9% |
| YTD | +1.9% | -1.3% | +3.2% | +1.1% |
| 1Y | +3.3% | -5.3% | +8.5% | +3.5% |
| 3Y | -4.8% | +68.8% | -73.6% | -21.0% |
| 5Y | +2.0% | -5.9% | +7.9% | -2.0% |
| 10Y | +80.3% | +348.7% | -268.4% | +27.0% |
| All | +80.3% | +360.8% | -280.4% | +27.0% |
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