+29.3%
PSA vs RMD
-1.9%
+31.2%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.9% | -3.1% | +1.2% |
| 7D | +10.5% | -3.9% | +14.4% | +11.3% |
| 30D | +21.7% | +7.9% | +13.8% | +18.4% |
| 3M | +6.1% | +8.1% | -2.0% | +3.0% |
| 6M | +18.3% | +15.5% | +2.8% | +11.8% |
| YTD | +36.1% | +0.7% | +35.4% | +33.1% |
| 1Y | +29.3% | -1.4% | +30.7% | +27.5% |
| All | +29.3% | -1.9% | +31.2% | +27.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling