+1,115.8%
RSP vs RMD
+3,037.0%
-1,921.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.2% |
| 7D | -1.0% | +2.3% | -3.4% | -1.8% |
| 30D | +2.6% | +4.1% | -1.5% | +1.0% |
| 3M | -0.8% | +5.7% | -6.5% | -3.0% |
| 6M | +6.3% | +12.9% | -6.6% | +1.1% |
| YTD | +14.1% | -1.5% | +15.6% | +13.1% |
| 1Y | +18.0% | -4.8% | +22.8% | +18.2% |
| 3Y | +61.0% | +57.5% | +3.5% | +31.5% |
| 5Y | +45.6% | -5.5% | +51.1% | +38.2% |
| 10Y | +220.2% | +357.8% | -137.6% | +64.5% |
| All | +1,115.8% | +3,037.0% | -1,921.2% | +194.2% |
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