+65.2%
PR vs RMD
+350.6%
-285.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +2.0% |
| 7D | -16.4% | +2.3% | -18.7% | -16.5% |
| 30D | -1.9% | +4.1% | -6.0% | -2.2% |
| 3M | +8.0% | +5.7% | +2.2% | +7.5% |
| 6M | +4.1% | +12.9% | -8.8% | +3.2% |
| YTD | +58.7% | -1.5% | +60.2% | +58.6% |
| 1Y | +75.8% | -4.8% | +80.6% | +76.1% |
| 3Y | +73.2% | +57.5% | +15.7% | +69.4% |
| 5Y | +230.1% | -5.5% | +235.6% | +221.8% |
| All | +65.2% | +350.6% | -285.5% | +64.2% |
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