+184.4%
ROP vs RMD
+347.3%
-163.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.2% | +0.4% |
| 7D | +0.7% | +2.1% | -1.4% | +0.1% |
| 30D | +28.8% | +2.1% | +26.7% | +27.8% |
| 3M | +21.1% | +6.2% | +14.8% | +18.6% |
| 6M | +52.5% | +19.4% | +33.2% | +44.0% |
| YTD | +8.9% | +0.5% | +8.3% | +7.7% |
| 1Y | +8.2% | -3.9% | +12.2% | +8.4% |
| 3Y | -5.2% | +72.5% | -77.7% | -23.4% |
| 5Y | +1.7% | -1.5% | +3.2% | -3.3% |
| All | +184.4% | +347.3% | -163.0% | +82.0% |
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 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