+812.6%
PH vs RMD
+269.7%
+542.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | 0.0% | -4.7% | +4.7% | +1.6% |
| 30D | -10.3% | +0.2% | -10.5% | -10.5% |
| 3M | +5.1% | +12.0% | -6.9% | +0.3% |
| 6M | +2.3% | -12.5% | +14.8% | +6.1% |
| YTD | +8.7% | -7.9% | +16.6% | +10.5% |
| 1Y | +26.8% | -20.4% | +47.1% | +35.3% |
| 3Y | +139.2% | +53.1% | +86.1% | +95.4% |
| 5Y | +251.1% | -22.1% | +273.2% | +261.1% |
| 10Y | +812.6% | +275.4% | +537.2% | +452.7% |
| All | +812.6% | +269.7% | +542.9% | +452.7% |
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