+204.4%
RSP vs RMD
+265.7%
-61.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -0.1% |
| 7D | -0.4% | -4.5% | +4.1% | +0.9% |
| 30D | -1.5% | +4.6% | -6.1% | -2.9% |
| 3M | +4.8% | +14.8% | -10.0% | +0.3% |
| 6M | +10.3% | -12.1% | +22.3% | +13.7% |
| YTD | +14.1% | -7.5% | +21.5% | +15.6% |
| 1Y | +17.0% | -20.1% | +37.1% | +23.6% |
| 3Y | +54.2% | +53.9% | +0.3% | +29.0% |
| 5Y | +51.5% | -22.2% | +73.7% | +54.9% |
| 10Y | +204.4% | +268.2% | -63.8% | +105.1% |
| All | +204.4% | +265.7% | -61.3% | +105.1% |
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