+6,278.5%
RTX vs RMD
+36,837.6%
-30,559.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -5.2% | -5.0% | -0.2% | -4.4% |
| 30D | -9.4% | +2.2% | -11.6% | -9.8% |
| 3M | +12.3% | +17.8% | -5.6% | +9.1% |
| 6M | -3.1% | -11.3% | +8.2% | -1.6% |
| YTD | +10.7% | -4.4% | +15.1% | +11.0% |
| 1Y | +28.4% | -15.7% | +44.1% | +31.3% |
| 3Y | +147.1% | +47.7% | +99.3% | +126.8% |
| 5Y | +167.2% | -19.2% | +186.5% | +167.3% |
| 10Y | +274.7% | +280.4% | -5.7% | +189.8% |
| All | +6,278.5% | +36,837.6% | -30,559.1% | +3,189.3% |
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