+357.1%
PSX vs RMD
+349.2%
+7.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.9% | +1.3% | +2.8% |
| 7D | -0.4% | -0.8% | +0.5% | -0.2% |
| 30D | -8.1% | +1.7% | -9.8% | -8.7% |
| 3M | +15.9% | +6.4% | +9.5% | +13.9% |
| 6M | +49.4% | +20.7% | +28.7% | +42.3% |
| YTD | +104.7% | -0.2% | +104.8% | +102.5% |
| 1Y | +89.1% | -4.5% | +93.6% | +88.9% |
| 3Y | +151.7% | +70.5% | +81.2% | +115.8% |
| 5Y | +298.3% | -1.6% | +299.9% | +281.6% |
| 10Y | +357.1% | +342.7% | +14.4% | +232.7% |
| All | +357.1% | +349.2% | +7.8% | +232.7% |
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