+239.8%
RF vs RMD
+340.4%
-100.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.6% |
| 7D | +0.3% | +3.1% | -2.7% | -0.5% |
| 30D | +6.2% | +1.8% | +4.4% | +5.5% |
| 3M | -7.8% | +6.7% | -14.5% | -9.9% |
| 6M | +5.9% | +13.9% | -8.0% | +1.3% |
| YTD | +9.0% | -2.0% | +11.0% | +8.7% |
| 1Y | +19.3% | -5.4% | +24.7% | +20.0% |
| 3Y | +116.4% | +67.4% | +49.1% | +79.0% |
| 5Y | +46.0% | -5.7% | +51.8% | +40.7% |
| 10Y | +239.8% | +338.4% | -98.6% | +134.3% |
| All | +239.8% | +340.4% | -100.6% | +134.3% |
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