+30.8%
RTX vs RMD
-19.2%
+50.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -0.4% |
| 7D | -3.1% | -4.5% | +1.4% | -2.4% |
| 30D | -10.6% | +4.6% | -15.2% | -11.4% |
| 3M | +11.6% | +14.8% | -3.1% | +8.7% |
| 6M | -4.5% | -12.1% | +7.6% | -3.3% |
| YTD | +9.6% | -7.5% | +17.1% | +9.3% |
| 1Y | +30.8% | -20.1% | +50.9% | +36.8% |
| All | +30.8% | -19.2% | +50.0% | +36.8% |
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