+28.3%
RDW vs RMD
-14.6%
+42.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | -3.1% | -5.0% | +1.9% | -3.0% |
| 30D | -1.8% | +2.2% | -4.0% | -1.6% |
| 3M | -50.9% | +17.8% | -68.7% | -53.0% |
| 6M | +13.5% | -11.3% | +24.8% | +34.0% |
| YTD | +38.6% | -4.4% | +43.0% | +52.6% |
| 1Y | +28.3% | -15.7% | +44.0% | +73.4% |
| All | +28.3% | -14.6% | +42.9% | +73.4% |
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