+348.7%
RMD vs GPC
+93.7%
+254.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.1% | -0.6% |
| 7D | +1.2% | +0.8% | +0.4% | +0.9% |
| 30D | +2.5% | -1.1% | +3.6% | +2.7% |
| 3M | +11.5% | -6.6% | +18.2% | +13.9% |
| 6M | +14.7% | +22.2% | -7.6% | +6.7% |
| YTD | -1.3% | +5.1% | -6.4% | -4.6% |
| 1Y | -5.3% | +2.8% | -8.1% | -7.7% |
| 3Y | +68.8% | +2.4% | +66.4% | +60.2% |
| 5Y | -5.9% | +7.8% | -13.6% | -13.8% |
| 10Y | +348.7% | +87.2% | +261.4% | +219.7% |
| All | +348.7% | +93.7% | +254.9% | +219.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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