+220.4%
PR vs RMD
-6.0%
+226.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.2% | -1.1% |
| 7D | -12.4% | +1.2% | -13.6% | -12.7% |
| 30D | -6.6% | +2.5% | -9.0% | -7.4% |
| 3M | +7.5% | +11.5% | -4.0% | +4.5% |
| 6M | +10.8% | +14.7% | -3.9% | +6.4% |
| YTD | +57.0% | -1.3% | +58.3% | +56.1% |
| 1Y | +67.9% | -5.3% | +73.2% | +68.6% |
| 3Y | +87.6% | +68.8% | +18.8% | +53.3% |
| 5Y | +220.4% | -5.9% | +226.2% | +243.5% |
| All | +220.4% | -6.0% | +226.4% | +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