+42,172.8%
RMD vs SPY
+2,329.6%
+39,843.2%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | +3.1% | -0.6% | +3.7% | +3.5% |
| 30D | +1.8% | -3.7% | +5.4% | +4.7% |
| 3M | +6.7% | -2.7% | +9.4% | +8.9% |
| 6M | +13.9% | +2.2% | +11.7% | +11.5% |
| YTD | -2.0% | +10.8% | -12.8% | -10.1% |
| 1Y | -5.4% | +11.2% | -16.6% | -13.5% |
| 3Y | +67.4% | +76.5% | -9.1% | +5.6% |
| 5Y | -5.7% | +72.9% | -78.7% | -39.6% |
| 10Y | +338.4% | +304.8% | +33.5% | +47.5% |
| All | +42,172.8% | +2,329.6% | +39,843.2% | +5,090.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 all: compounded portfolio wealth divided by compounded SPY 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…
all analysis · Full analysis span regression · 6 months rolling