+196.7%
PH vs RMD
-5.3%
+202.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.7% | +4.5% | +3.3% |
| 7D | +2.0% | +2.3% | -0.3% | +1.3% |
| 30D | -3.7% | +4.1% | -7.8% | -5.0% |
| 3M | -14.0% | +5.7% | -19.7% | -15.8% |
| 6M | +2.1% | +12.9% | -10.8% | -2.2% |
| YTD | +5.1% | -1.5% | +6.6% | +4.3% |
| 1Y | +10.9% | -4.8% | +15.7% | +11.2% |
| 3Y | +132.9% | +57.5% | +75.5% | +96.4% |
| All | +196.7% | -5.3% | +202.0% | +188.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling