+6,262.0%
RTX vs RMD
+37,769.3%
-31,507.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.7% | +2.1% |
| 7D | -1.7% | +3.1% | -4.8% | -2.3% |
| 30D | +7.7% | +1.8% | +5.9% | +7.2% |
| 3M | -10.3% | +6.7% | -17.0% | -11.5% |
| 6M | +14.6% | +13.9% | +0.7% | +11.6% |
| YTD | +10.4% | -2.0% | +12.4% | +10.0% |
| 1Y | +13.5% | -5.4% | +18.9% | +13.7% |
| 3Y | +158.6% | +67.4% | +91.2% | +132.7% |
| 5Y | +147.3% | -5.7% | +153.0% | +140.9% |
| 10Y | +268.6% | +338.4% | -69.7% | +178.7% |
| All | +6,262.0% | +37,769.3% | -31,507.4% | +3,161.1% |
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