+372.3%
SE vs RMD
+223.7%
+148.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.1% |
| 7D | 0.0% | +3.1% | -3.1% | -1.5% |
| 30D | -19.4% | +1.8% | -21.1% | -20.5% |
| 3M | -33.1% | +6.7% | -39.8% | -35.7% |
| 6M | -11.4% | +13.9% | -25.3% | -18.6% |
| YTD | -39.8% | -2.0% | -37.8% | -40.4% |
| 1Y | -50.5% | -5.4% | -45.1% | -50.2% |
| 3Y | +68.9% | +67.4% | +1.5% | +12.1% |
| 5Y | -77.1% | -5.7% | -71.4% | -78.2% |
| All | +372.3% | +223.7% | +148.6% | +142.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling