-15.9%
ROP vs RMD
+53.4%
-69.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -3.5% |
| 7D | -4.4% | -5.0% | +0.5% | -3.6% |
| 30D | +3.2% | +2.2% | +1.0% | +2.8% |
| 3M | +23.1% | +17.8% | +5.2% | +19.7% |
| 6M | +13.3% | -11.3% | +24.6% | +14.8% |
| YTD | -7.9% | -4.4% | -3.4% | -7.6% |
| 1Y | -22.1% | -15.7% | -6.3% | -20.6% |
| All | -15.9% | +53.4% | -69.3% | -18.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling