+198.6%
PM vs RMD
+265.7%
-67.1%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.2% | +4.4% | +1.8% |
| 7D | -1.3% | -4.5% | +3.2% | -0.5% |
| 30D | -2.6% | +4.6% | -7.2% | -3.5% |
| 3M | +5.8% | +14.8% | -9.0% | +2.8% |
| 6M | +10.6% | -12.1% | +22.6% | +12.8% |
| YTD | +17.2% | -7.5% | +24.6% | +18.2% |
| 1Y | +17.6% | -20.1% | +37.7% | +21.9% |
| 3Y | +124.3% | +53.9% | +70.4% | +96.6% |
| 5Y | +125.1% | -22.2% | +147.3% | +128.6% |
| 10Y | +198.6% | +268.2% | -69.6% | +129.4% |
| All | +198.6% | +265.7% | -67.1% | +129.4% |
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 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