+169.5%
PR vs RMD
+334.1%
-164.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.6% |
| 7D | +2.9% | -5.0% | +7.9% | +3.2% |
| 30D | +18.0% | +2.2% | +15.8% | +17.9% |
| 3M | +16.9% | +17.8% | -1.0% | +15.7% |
| 6M | +28.2% | -11.3% | +39.5% | +29.0% |
| YTD | +69.3% | -4.4% | +73.8% | +69.7% |
| 1Y | +69.5% | -15.7% | +85.2% | +71.0% |
| 3Y | +81.7% | +47.7% | +33.9% | +78.7% |
| 5Y | +422.2% | -19.2% | +441.5% | +404.4% |
| 10Y | +110.4% | +280.4% | -170.0% | +116.9% |
| All | +169.5% | +334.1% | -164.7% | +184.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling