+355.6%
RMD vs GEN
+152.9%
+202.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.1% | -0.2% |
| 7D | +2.1% | +2.0% | 0.0% | +1.7% |
| 30D | +2.1% | +27.7% | -25.6% | -2.6% |
| 3M | +6.2% | +3.3% | +3.0% | +5.1% |
| 6M | +19.4% | +31.8% | -12.4% | +12.6% |
| YTD | +0.5% | +13.5% | -13.0% | -3.0% |
| 1Y | -3.9% | +16.0% | -20.0% | -7.7% |
| 3Y | +72.5% | +70.6% | +2.0% | +54.2% |
| 5Y | -1.5% | +32.1% | -33.6% | -9.5% |
| All | +355.6% | +152.9% | +202.7% | +249.4% |
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