-43.6%
SE vs RMD
-20.7%
-22.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.9% |
| 7D | -3.6% | -4.7% | +1.1% | -2.1% |
| 30D | -5.3% | +0.2% | -5.5% | -5.3% |
| 3M | +28.1% | +12.0% | +16.1% | +23.4% |
| 6M | +20.7% | -12.5% | +33.2% | +22.4% |
| YTD | -14.8% | -7.9% | -6.8% | -15.2% |
| 1Y | -43.6% | -20.4% | -23.2% | -40.6% |
| All | -43.6% | -20.7% | -22.9% | -40.6% |
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