+5,920.8%
RTX vs RMD
+37,961.8%
-32,041.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.0% |
| 7D | -5.1% | +2.3% | -7.5% | -5.5% |
| 30D | +5.1% | +4.1% | +1.0% | +4.3% |
| 3M | -14.8% | +5.7% | -20.5% | -15.8% |
| 6M | +8.0% | +12.9% | -4.9% | +5.4% |
| YTD | +4.5% | -1.5% | +6.0% | +4.0% |
| 1Y | +9.8% | -4.8% | +14.6% | +9.9% |
| 3Y | +144.2% | +57.5% | +86.7% | +121.9% |
| 5Y | +131.4% | -5.5% | +136.9% | +125.4% |
| 10Y | +273.3% | +357.8% | -84.5% | +180.4% |
| All | +5,920.8% | +37,961.8% | -32,041.1% | +2,983.7% |
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 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