+150.2%
PSX vs RMD
+68.2%
+82.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.9% | +1.3% | +3.0% |
| 7D | -0.4% | -0.8% | +0.5% | -0.3% |
| 30D | -8.1% | +1.7% | -9.8% | -8.4% |
| 3M | +15.9% | +6.4% | +9.5% | +14.8% |
| 6M | +49.4% | +20.7% | +28.7% | +45.3% |
| YTD | +104.7% | -0.2% | +104.8% | +104.3% |
| 1Y | +89.1% | -4.5% | +93.6% | +90.0% |
| All | +150.2% | +68.2% | +82.0% | +152.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling