+1,127.7%
RSP vs RMD
+2,944.3%
-1,816.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -0.8% | -5.0% | +4.2% | +0.9% |
| 30D | -0.3% | +2.2% | -2.6% | -1.2% |
| 3M | +4.3% | +17.8% | -13.6% | -1.7% |
| 6M | +8.8% | -11.3% | +20.2% | +12.2% |
| YTD | +15.3% | -4.4% | +19.7% | +15.7% |
| 1Y | +18.3% | -15.7% | +34.0% | +23.6% |
| 3Y | +52.8% | +47.7% | +5.1% | +27.5% |
| 5Y | +51.7% | -19.2% | +70.9% | +52.3% |
| 10Y | +208.5% | +280.4% | -71.9% | +69.6% |
| All | +1,127.7% | +2,944.3% | -1,816.6% | +201.0% |
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