-46.2%
SE vs RMD
-3.5%
-42.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.9% | +1.1% |
| 7D | -0.5% | +2.1% | -2.6% | -1.1% |
| 30D | -20.9% | +2.1% | -23.0% | -21.7% |
| 3M | -38.9% | +6.2% | -45.1% | -40.3% |
| 6M | -19.4% | +19.4% | -38.8% | -24.3% |
| YTD | -40.9% | +0.5% | -41.5% | -43.2% |
| 1Y | -46.2% | -3.9% | -42.2% | -47.9% |
| All | -46.2% | -3.5% | -42.7% | -47.9% |
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