+376.3%
PSX vs RMD
+276.6%
+99.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | +1.5% | -4.2% | +5.7% | +2.4% |
| 30D | +15.8% | -2.1% | +17.9% | +16.2% |
| 3M | +43.0% | +13.8% | +29.2% | +38.5% |
| 6M | +61.1% | -10.6% | +71.7% | +63.8% |
| YTD | +104.5% | -8.1% | +112.6% | +106.5% |
| 1Y | +102.5% | -18.0% | +120.5% | +109.6% |
| 3Y | +133.5% | +52.9% | +80.6% | +105.1% |
| 5Y | +367.0% | -22.3% | +389.2% | +375.3% |
| All | +376.3% | +276.6% | +99.8% | +242.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling