+3,071.7%
RIO vs RMD
+38,753.6%
-35,681.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.4% |
| 7D | -0.9% | +2.1% | -3.0% | -1.3% |
| 30D | -9.1% | +2.1% | -11.2% | -9.6% |
| 3M | -13.7% | +6.2% | -19.9% | -14.9% |
| 6M | -24.3% | +19.4% | -43.7% | -27.4% |
| YTD | +8.9% | +0.5% | +8.4% | +7.8% |
| 1Y | +22.7% | -3.9% | +26.6% | +22.5% |
| 3Y | +51.2% | +72.5% | -21.4% | +32.4% |
| 5Y | +88.1% | -1.5% | +89.6% | +80.8% |
| 10Y | +352.3% | +345.8% | +6.6% | +221.1% |
| All | +3,071.7% | +38,753.6% | -35,681.9% | +1,660.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling