+152.8%
RTX vs RMD
+52.4%
+100.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -0.6% |
| 7D | -3.1% | -4.5% | +1.4% | -2.6% |
| 30D | -10.6% | +4.6% | -15.2% | -11.1% |
| 3M | +11.6% | +14.8% | -3.1% | +9.7% |
| 6M | -4.5% | -12.1% | +7.6% | -3.5% |
| YTD | +9.6% | -7.5% | +17.1% | +10.0% |
| 1Y | +30.8% | -20.1% | +50.9% | +33.3% |
| 3Y | +152.8% | +53.9% | +98.9% | +149.0% |
| All | +152.8% | +52.4% | +100.5% | +149.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling