+67.4%
RIG vs RMD
-7.7%
+75.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.3% | +3.9% | +4.1% |
| 7D | +5.7% | +2.1% | +3.6% | +5.1% |
| 30D | -0.7% | +2.1% | -2.8% | -1.8% |
| 3M | -3.1% | +6.2% | -9.4% | -5.5% |
| 6M | -16.3% | +19.4% | -35.7% | -21.9% |
| YTD | +34.1% | +0.5% | +33.6% | +32.4% |
| 1Y | +38.2% | -3.9% | +42.1% | +38.4% |
| 3Y | -15.3% | +72.5% | -87.8% | -31.9% |
| All | +67.4% | -7.7% | +75.0% | +63.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling