+271.5%
RMD vs AU
+699.0%
-427.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.6% |
| 7D | -4.4% | -4.3% | -0.2% | -4.0% |
| 30D | -3.1% | +7.3% | -10.5% | -3.9% |
| 3M | +13.8% | +26.3% | -12.5% | +10.9% |
| 6M | -8.6% | +1.8% | -10.3% | -9.5% |
| YTD | -8.6% | +26.8% | -35.5% | -11.8% |
| 1Y | -19.7% | +66.7% | -86.4% | -24.8% |
| 3Y | +48.4% | +579.1% | -530.7% | +18.6% |
| 5Y | -22.7% | +689.3% | -712.1% | -40.1% |
| All | +271.5% | +699.0% | -427.5% | +191.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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