+267.0%
RTX vs RMD
+346.1%
-79.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | +3.4% | +0.1% | +3.3% | +3.3% |
| 30D | +8.4% | +1.9% | +6.5% | +7.7% |
| 3M | -10.7% | +6.3% | -17.0% | -12.2% |
| 6M | +11.7% | +18.2% | -6.5% | +6.7% |
| YTD | +9.3% | +0.3% | +9.1% | +8.2% |
| 1Y | +13.3% | -4.3% | +17.5% | +13.2% |
| 3Y | +156.1% | +71.3% | +84.9% | +115.6% |
| 5Y | +148.5% | -1.8% | +150.3% | +137.6% |
| All | +267.0% | +346.1% | -79.2% | +146.7% |
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 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