+54.2%
PPL vs RMD
+279.4%
-225.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +2.7% | -5.0% | +7.6% | +3.7% |
| 30D | +0.5% | +2.2% | -1.8% | -0.2% |
| 3M | +0.7% | +17.8% | -17.2% | -3.1% |
| 6M | -7.6% | -11.3% | +3.7% | -5.8% |
| YTD | +1.8% | -4.4% | +6.2% | +1.9% |
| 1Y | -0.8% | -15.7% | +15.0% | +2.0% |
| 3Y | +56.9% | +47.7% | +9.1% | +37.5% |
| 5Y | +39.5% | -19.2% | +58.7% | +40.5% |
| All | +54.2% | +279.4% | -225.2% | +16.5% |
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