+64.8%
PR vs RMD
+360.8%
-295.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.2% | -1.1% |
| 7D | -12.4% | +1.2% | -13.6% | -12.4% |
| 30D | -6.6% | +2.5% | -9.0% | -6.8% |
| 3M | +7.5% | +11.5% | -4.0% | +6.8% |
| 6M | +10.8% | +14.7% | -3.9% | +9.7% |
| YTD | +57.0% | -1.3% | +58.3% | +56.9% |
| 1Y | +67.9% | -5.3% | +73.2% | +68.2% |
| 3Y | +87.6% | +68.8% | +18.8% | +83.1% |
| 5Y | +220.4% | -5.9% | +226.2% | +212.1% |
| 10Y | +64.8% | +348.7% | -283.8% | +64.8% |
| All | +64.8% | +360.8% | -295.9% | +64.8% |
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