+6,979.6%
ROP vs RMD
+37,961.9%
-30,982.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.7% | -1.2% | -2.6% |
| 7D | +2.1% | +2.3% | -0.2% | +1.7% |
| 30D | +32.9% | +4.1% | +28.8% | +31.8% |
| 3M | +20.3% | +5.7% | +14.6% | +18.9% |
| 6M | +36.8% | +12.9% | +23.9% | +33.2% |
| YTD | +8.1% | -1.5% | +9.6% | +7.9% |
| 1Y | +8.3% | -4.8% | +13.0% | +8.7% |
| 3Y | -3.2% | +57.5% | -60.7% | -13.1% |
| 5Y | +1.7% | -5.5% | +7.2% | -0.8% |
| 10Y | +199.2% | +357.8% | -158.6% | +118.6% |
| All | +6,979.6% | +37,961.9% | -30,982.2% | +3,957.0% |
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