+6,290.7%
PSA vs RMD
+36,837.6%
-30,546.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -1.2% |
| 7D | -3.7% | -5.0% | +1.3% | -2.9% |
| 30D | -7.7% | +2.2% | -10.0% | -8.1% |
| 3M | -0.6% | +17.8% | -18.5% | -3.2% |
| 6M | -0.9% | -11.3% | +10.4% | +0.6% |
| YTD | +18.7% | -4.4% | +23.1% | +19.1% |
| 1Y | +7.6% | -15.7% | +23.4% | +10.1% |
| 3Y | +23.7% | +47.7% | -24.1% | +14.9% |
| 5Y | +13.7% | -19.2% | +32.9% | +14.3% |
| 10Y | +98.9% | +280.4% | -181.5% | +58.4% |
| All | +6,290.7% | +36,837.6% | -30,546.9% | +3,556.4% |
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