+19.0%
RSP vs RMD
-4.7%
+23.7%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.2% |
| 7D | +0.4% | +1.2% | -0.8% | +0.2% |
| 30D | +3.7% | +2.5% | +1.2% | +3.1% |
| 3M | +0.8% | +11.5% | -10.8% | -1.3% |
| 6M | +9.1% | +14.7% | -5.6% | +6.1% |
| YTD | +16.7% | -1.3% | +18.1% | +16.4% |
| All | +19.0% | -4.7% | +23.7% | +20.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling