-69.7%
RAM vs RMD
+24.7%
-94.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +5.9% | -16.2% | -5.6% |
| 7D | -31.3% | -3.9% | -27.4% | -32.6% |
| 30D | -49.4% | +7.9% | -57.3% | -42.9% |
| 3M | -41.4% | +8.1% | -49.5% | -33.3% |
| All | -69.7% | +24.7% | -94.4% | -54.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling