+18.9%
RF vs RMD
-3.7%
+22.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.7% |
| 7D | -1.3% | -0.8% | -0.5% | -1.1% |
| 30D | +4.6% | +1.7% | +3.0% | +4.0% |
| 3M | -8.4% | +6.4% | -14.8% | -10.2% |
| 6M | +8.9% | +20.7% | -11.9% | +1.6% |
| YTD | +8.8% | -0.2% | +9.0% | +9.8% |
| 1Y | +18.9% | -4.5% | +23.4% | +21.8% |
| All | +18.9% | -3.7% | +22.6% | +21.8% |
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 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