+99.6%
PSX vs RMD
-14.6%
+114.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.2% |
| 7D | +4.5% | -5.0% | +9.5% | +4.7% |
| 30D | +26.6% | +2.2% | +24.4% | +26.2% |
| 3M | +39.3% | +17.8% | +21.4% | +37.5% |
| 6M | +56.8% | -11.3% | +68.2% | +62.9% |
| YTD | +101.8% | -4.4% | +106.2% | +104.6% |
| 1Y | +99.6% | -15.7% | +115.3% | +106.3% |
| All | +99.6% | -14.6% | +114.2% | +106.3% |
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