+4,031.9%
ROL vs RMD
+37,769.3%
-33,737.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.7% |
| 7D | +2.9% | +3.1% | -0.2% | +2.3% |
| 30D | +20.1% | +1.8% | +18.4% | +19.7% |
| 3M | +3.2% | +6.7% | -3.5% | +1.9% |
| 6M | -28.0% | +13.9% | -41.9% | -29.8% |
| YTD | -35.3% | -2.0% | -33.2% | -35.4% |
| 1Y | -33.6% | -5.4% | -28.2% | -33.4% |
| 3Y | +3.8% | +67.4% | -63.6% | -6.4% |
| 5Y | +14.4% | -5.7% | +20.1% | +12.0% |
| 10Y | +213.1% | +338.4% | -125.3% | +139.5% |
| All | +4,031.9% | +37,769.3% | -33,737.5% | +2,273.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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