+3,848.7%
RIO vs RMD
+36,837.6%
-32,988.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | 0.0% | -5.0% | +5.0% | +0.9% |
| 30D | +4.0% | +2.2% | +1.7% | +3.4% |
| 3M | +0.1% | +17.8% | -17.7% | -3.3% |
| 6M | +12.7% | -11.3% | +24.1% | +14.8% |
| YTD | +35.6% | -4.4% | +40.0% | +35.9% |
| 1Y | +73.7% | -15.7% | +89.4% | +78.2% |
| 3Y | +93.3% | +47.7% | +45.6% | +74.6% |
| 5Y | +92.4% | -19.2% | +111.6% | +92.5% |
| 10Y | +606.9% | +280.4% | +326.6% | +417.6% |
| All | +3,848.7% | +36,837.6% | -32,988.9% | +2,117.9% |
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