-48.8%
SE vs RMD
-1.9%
-46.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +5.9% | -1.5% | +2.8% |
| 7D | +6.7% | -3.9% | +10.5% | +7.6% |
| 30D | -17.2% | +7.9% | -25.1% | -19.2% |
| 3M | -28.0% | +8.1% | -36.1% | -29.9% |
| 6M | -6.1% | +15.5% | -21.6% | -10.8% |
| YTD | -37.1% | +0.7% | -37.8% | -39.2% |
| 1Y | -48.8% | -1.4% | -47.4% | -50.4% |
| All | -48.8% | -1.9% | -46.9% | -50.4% |
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