+209.8%
RF vs RMD
+346.1%
-136.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | +5.6% | +1.9% | +3.6% | +4.8% |
| 3M | -8.9% | +6.3% | -15.2% | -10.8% |
| 6M | +7.1% | +18.2% | -11.1% | +1.2% |
| YTD | +8.3% | +0.3% | +8.0% | +7.2% |
| 1Y | +16.8% | -4.3% | +21.1% | +17.1% |
| 3Y | +115.0% | +71.3% | +43.7% | +76.4% |
| 5Y | +46.4% | -1.8% | +48.2% | +39.3% |
| All | +209.8% | +346.1% | -136.3% | +101.3% |
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