+5,934.7%
ROP vs RMD
+36,837.6%
-30,902.9%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -3.5% |
| 7D | -4.4% | -5.0% | +0.5% | -3.5% |
| 30D | +3.2% | +2.2% | +1.0% | +2.7% |
| 3M | +23.1% | +17.8% | +5.2% | +19.2% |
| 6M | +13.3% | -11.3% | +24.6% | +15.5% |
| YTD | -7.9% | -4.4% | -3.4% | -7.4% |
| 1Y | -22.1% | -15.7% | -6.3% | -19.9% |
| 3Y | -16.8% | +47.7% | -64.5% | -24.5% |
| 5Y | -13.5% | -19.2% | +5.7% | -13.1% |
| 10Y | +137.7% | +280.4% | -142.7% | +79.2% |
| All | +5,934.7% | +36,837.6% | -30,902.9% | +3,381.7% |
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