+221.7%
PR vs RMD
-5.3%
+227.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +2.2% |
| 7D | -16.4% | +2.3% | -18.7% | -16.9% |
| 30D | -1.9% | +4.1% | -6.0% | -3.1% |
| 3M | +8.0% | +5.7% | +2.2% | +6.1% |
| 6M | +4.1% | +12.9% | -8.8% | +0.4% |
| YTD | +58.7% | -1.5% | +60.2% | +57.9% |
| 1Y | +75.8% | -4.8% | +80.6% | +76.3% |
| 3Y | +73.2% | +57.5% | +15.7% | +45.1% |
| All | +221.7% | -5.3% | +227.0% | +249.1% |
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