+135.7%
ROP vs RMD
+269.7%
-134.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | -6.1% | -4.7% | -1.4% | -4.8% |
| 30D | -3.4% | +0.2% | -3.6% | -3.4% |
| 3M | +16.7% | +12.0% | +4.7% | +12.7% |
| 6M | +8.1% | -12.5% | +20.6% | +11.7% |
| YTD | -11.7% | -7.9% | -3.7% | -10.1% |
| 1Y | -24.2% | -20.4% | -3.8% | -19.7% |
| 3Y | -19.0% | +53.1% | -72.1% | -32.3% |
| 5Y | -15.9% | -22.1% | +6.3% | -13.4% |
| 10Y | +135.7% | +275.4% | -139.7% | +52.6% |
| All | +135.7% | +269.7% | -134.0% | +52.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling