+7,025.8%
PSA vs RMD
+38,649.8%
-31,624.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | +15.6% | +1.9% | +13.7% | +15.1% |
| 3M | +4.1% | +6.3% | -2.2% | +2.9% |
| 6M | +9.2% | +18.2% | -9.0% | +6.1% |
| YTD | +32.3% | +0.3% | +32.0% | +31.7% |
| 1Y | +26.2% | -4.3% | +30.4% | +26.4% |
| 3Y | +53.7% | +71.3% | -17.6% | +39.7% |
| 5Y | +26.6% | -1.8% | +28.3% | +23.7% |
| 10Y | +132.8% | +344.6% | -211.7% | +81.4% |
| All | +7,025.8% | +38,649.8% | -31,624.0% | +3,941.7% |
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