+415.3%
PR vs RMD
-19.3%
+434.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.5% |
| 7D | +2.9% | -5.0% | +7.9% | +4.0% |
| 30D | +18.0% | +2.2% | +15.8% | +17.4% |
| 3M | +16.9% | +17.8% | -1.0% | +12.2% |
| 6M | +28.2% | -11.3% | +39.5% | +31.4% |
| YTD | +69.3% | -4.4% | +73.8% | +70.2% |
| 1Y | +69.5% | -15.7% | +85.2% | +75.4% |
| 3Y | +81.7% | +47.7% | +33.9% | +57.0% |
| All | +415.3% | -19.3% | +434.6% | +356.7% |
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