+0.7%
ROP vs RMD
-6.2%
+6.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.7% | -1.2% | -2.5% |
| 7D | +2.1% | +2.3% | -0.2% | +1.6% |
| 30D | +32.9% | +4.1% | +28.8% | +31.5% |
| 3M | +20.3% | +5.7% | +14.6% | +18.5% |
| 6M | +36.8% | +12.9% | +23.9% | +32.5% |
| YTD | +8.1% | -1.5% | +9.6% | +7.7% |
| 1Y | +8.3% | -4.8% | +13.0% | +8.6% |
| 3Y | -3.2% | +57.5% | -60.7% | -15.5% |
| All | +0.7% | -6.2% | +6.8% | +0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling