+275.4%
RMD vs GEN
+150.6%
+124.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -4.7% | -2.9% | -1.8% | -4.2% |
| 30D | +0.2% | +2.1% | -1.8% | -0.2% |
| 3M | +12.0% | +19.7% | -7.7% | +8.3% |
| 6M | -12.5% | +33.3% | -45.8% | -17.5% |
| YTD | -7.9% | +11.1% | -19.1% | -10.4% |
| 1Y | -20.4% | +3.0% | -23.4% | -21.4% |
| 3Y | +53.1% | +57.9% | -4.8% | +39.2% |
| 5Y | -22.1% | +20.6% | -42.7% | -27.0% |
| 10Y | +275.4% | +153.2% | +122.2% | +193.7% |
| All | +275.4% | +150.6% | +124.8% | +193.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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