+340.4%
RF vs RMD
+278.3%
+62.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +1.3% | -5.0% | +6.3% | +2.8% |
| 30D | -3.6% | +2.2% | -5.8% | -4.4% |
| 3M | +8.1% | +17.8% | -9.8% | +2.7% |
| 6M | +11.5% | -11.3% | +22.8% | +14.7% |
| YTD | +15.6% | -4.4% | +20.0% | +16.3% |
| 1Y | +15.7% | -15.7% | +31.4% | +20.4% |
| 3Y | +86.9% | +47.7% | +39.1% | +60.4% |
| 5Y | +89.8% | -19.2% | +109.0% | +92.0% |
| All | +340.4% | +278.3% | +62.1% | +197.8% |
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