-18.0%
RMD vs SPXU
-34.8%
+16.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | +0.1% |
| 7D | -4.2% | +6.4% | -10.6% | -3.3% |
| 30D | -2.1% | +5.9% | -8.0% | -1.1% |
| 3M | +13.8% | -11.7% | +25.4% | +12.1% |
| 6M | -10.6% | -28.7% | +18.1% | -15.8% |
| YTD | -8.1% | -26.4% | +18.3% | -12.6% |
| 1Y | -18.0% | -35.2% | +17.3% | -24.4% |
| All | -18.0% | -34.8% | +16.9% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling