+104.3%
PSX vs RMD
-20.1%
+124.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.6% |
| 7D | +1.8% | -4.7% | +6.6% | +1.9% |
| 30D | +21.6% | +0.2% | +21.4% | +21.5% |
| 3M | +46.5% | +12.0% | +34.5% | +44.8% |
| 6M | +62.0% | -12.5% | +74.5% | +67.4% |
| YTD | +106.3% | -7.9% | +114.3% | +109.3% |
| All | +104.3% | -20.1% | +124.4% | +112.2% |
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