+223.9%
PR vs RMD
-4.5%
+228.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -4.8% |
| 7D | -16.5% | -5.3% | -11.2% | -15.8% |
| 30D | -4.5% | +8.4% | -13.0% | -6.5% |
| 3M | +8.5% | +7.1% | +1.4% | +6.4% |
| 6M | -3.3% | +15.8% | -19.1% | -7.3% |
| YTD | +55.7% | +0.2% | +55.5% | +54.4% |
| 1Y | +82.0% | -1.4% | +83.4% | +81.2% |
| 3Y | +62.5% | +61.3% | +1.2% | +35.2% |
| 5Y | +223.9% | -3.9% | +227.8% | +243.5% |
| All | +223.9% | -4.5% | +228.4% | +243.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling