+56.5%
PPL vs RMD
+64.1%
-7.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -1.2% | +1.2% | -2.4% | -1.3% |
| 30D | +4.2% | +2.5% | +1.8% | +4.0% |
| 3M | +1.5% | +11.5% | -10.0% | +0.7% |
| 6M | +1.0% | +14.7% | -13.6% | -0.2% |
| YTD | +4.4% | -1.3% | +5.7% | +4.0% |
| 1Y | +0.8% | -5.3% | +6.0% | +0.7% |
| 3Y | +56.5% | +68.8% | -12.3% | +43.9% |
| All | +56.5% | +64.1% | -7.6% | +43.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling