+100.5%
PSA vs RMD
+274.3%
-173.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.8% |
| 7D | -1.8% | -4.4% | +2.6% | -0.8% |
| 30D | -8.4% | -3.1% | -5.2% | -7.7% |
| 3M | -7.8% | +13.8% | -21.6% | -10.9% |
| 6M | +0.8% | -8.6% | +9.4% | +2.5% |
| YTD | +16.5% | -8.6% | +25.1% | +18.3% |
| 1Y | +4.7% | -19.7% | +24.4% | +9.4% |
| 3Y | +21.1% | +48.4% | -27.3% | +7.5% |
| 5Y | +14.2% | -22.7% | +36.9% | +15.7% |
| All | +100.5% | +274.3% | -173.8% | +49.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling