+13.6%
PSA vs RMD
-21.0%
+34.6%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.1% | +0.7% |
| 7D | -0.4% | -4.5% | +4.0% | +0.7% |
| 30D | -8.2% | +4.6% | -12.8% | -9.3% |
| 3M | -2.1% | +14.8% | -16.9% | -5.9% |
| 6M | -0.2% | -12.1% | +11.9% | +2.6% |
| YTD | +18.5% | -7.5% | +26.0% | +20.1% |
| 1Y | +6.6% | -20.1% | +26.6% | +12.0% |
| 3Y | +24.5% | +53.9% | -29.4% | +6.8% |
| 5Y | +13.6% | -22.2% | +35.8% | +11.8% |
| All | +13.6% | -21.0% | +34.6% | +11.8% |
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