+72.5%
RMD vs SPXU
-80.6%
+153.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.5% |
| 7D | +2.1% | -7.6% | +9.6% | +0.4% |
| 30D | +2.1% | +5.3% | -3.2% | +3.8% |
| 3M | +6.2% | +9.6% | -3.4% | +9.2% |
| 6M | +19.4% | -4.5% | +23.9% | +19.4% |
| YTD | +0.5% | -25.9% | +26.4% | -4.7% |
| 1Y | -3.9% | -28.9% | +24.9% | -9.7% |
| 3Y | +72.5% | -80.5% | +153.0% | +19.6% |
| All | +72.5% | -80.6% | +153.1% | +19.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling