+6.3%
PSA vs RMD
-20.3%
+26.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -3.6% | -4.2% | +0.6% | -2.4% |
| 30D | -9.4% | -2.1% | -7.3% | -8.9% |
| 3M | -8.2% | +13.8% | -22.0% | -12.8% |
| 6M | -1.8% | -10.6% | +8.8% | +2.0% |
| YTD | +15.7% | -8.1% | +23.8% | +17.5% |
| 1Y | +6.3% | -18.0% | +24.2% | +12.0% |
| All | +6.3% | -20.3% | +26.5% | +12.0% |
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