+66.8%
PPL vs RMD
+340.4%
-273.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.7% | +0.2% |
| 7D | 0.0% | +3.1% | -3.1% | -0.6% |
| 30D | +4.3% | +1.8% | +2.5% | +3.7% |
| 3M | +2.9% | +6.7% | -3.8% | +1.3% |
| 6M | +1.1% | +13.9% | -12.8% | -2.3% |
| YTD | +4.5% | -2.0% | +6.5% | +3.8% |
| 1Y | +0.1% | -5.4% | +5.5% | +0.2% |
| 3Y | +55.7% | +67.4% | -11.7% | +32.3% |
| 5Y | +47.6% | -5.7% | +53.3% | +42.4% |
| 10Y | +66.8% | +338.4% | -271.5% | +17.0% |
| All | +66.8% | +340.4% | -273.5% | +17.0% |
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